AQR Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return8.725.982.73-0.884.13
    Category Average5.965.47-1.161.034.59
    Assets for Each Yr*13.8215.6222.4232.5337.20
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 4.13 3.65 4.54

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $37,201 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 15.45 0.55 Very Low
    International Stock 3.0 7.38 0.72 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-13-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 37.13 0.10
    Intel Corp* Technology 11.59 0.06
    DexCom Inc* Healthcare -22.88 0.06
    Merck & Co Inc* Healthcare 10.07 0.06
    Lam Research Corp* Technology 80.89 0.06
    Acadia Healthcare Co Inc* Healthcare 26.04 0.06
    Alphabet Inc A* Technology 27.18 0.06
    Microsoft Corp* Technology 26.59 0.06
    Amazon.com Inc* Consumer Cyclical 33.75 0.05
    Anthem Inc* Healthcare 29.26 0.05
    Envision Healthcare Corp* Healthcare -35.63 0.05
    Tesla Inc* Consumer Cyclical 66.40 0.05
    VeriSign Inc* Technology 42.26 0.05
    The Ultimate Software Group Inc* Technology 8.54 0.05
    Tyson Foods Inc Class A* Consumer Defensive 14.92 0.05
    UnitedHealth Group Inc* Healthcare 21.62 0.05
    Boeing Co* Industrials 70.22 0.04
    Oshkosh Corp* Industrials 35.71 0.04
    Zillow Inc* RealEstate 13.69 0.04
    Ball Corp* Consumer Cyclical 13.53 0.04

    Best 5-Year Relative Performance | More
    10-13-17

    Worst 5-Year Relative Performance | More
    10-13-17

    Longest Manager Tenure | More
    10-13-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.60
    AQR Large Cap Moment Clifford S. Asness 7.60
    AQR Small Cap Moment Clifford S. Asness 7.60
    AQR Diversified Arbi Ronen Israel 7.00
    AQR Managed Futures Clifford S. Asness 6.90

    Shortest Manager Tenure | More
    10-13-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 0.80
    AQR International Re Michele L. Aghassi 0.80
    AQR Large Cap Relaxe Michele L. Aghassi 0.80
    AQR Small Cap Relaxe Michele L. Aghassi 0.80
    AQR Equity Market Ne Andrea Frazzini 2.30