AQR Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return8.725.982.73-0.881.68
    Category Average5.965.47-1.161.032.08
    Assets for Each Yr*13.8215.6222.4232.5335.05
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 1.68 3.83 4.40

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $34,830 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 14.74 0.55 Very Low
    International Stock 3.4 7.02 0.72 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-28-17

      Sector YTD Return % % Net Assets  
    Intel Corp* Technology 0.39 0.06
    Anthem Inc* Healthcare 24.18 0.06
    Acadia Healthcare Co Inc* Healthcare 31.66 0.05
    Envision Healthcare Corp* Healthcare -11.47 0.05
    Allergan PLC* Healthcare 16.45 0.05
    Lam Research Corp* Technology 37.43 0.05
    Apple Inc* Technology 24.52 0.05
    DexCom Inc* Healthcare 30.59 0.05
    JPMorgan Chase & Co* Financial Services 1.96 0.05
    Bank of America Corporation* Financial Services 5.95 0.04
    Merck & Co Inc* Healthcare 6.68 0.04
    Hewlett Packard Enterprise Co* Technology 7.28 0.04
    Oshkosh Corp* Industrials 7.72 0.04
    Tyson Foods Inc Class A* Consumer Defensive 4.55 0.04
    UnitedHealth Group Inc* Healthcare 9.66 0.04
    VeriSign Inc* Technology 16.89 0.04
    Alphabet Inc A* Technology 16.67 0.04
    Amazon.com Inc* Consumer Cyclical 23.35 0.04
    Bank of the Ozarks Inc* Financial Services -9.08 0.04
    HP Inc* Technology 27.71 0.04

    Best 5-Year Relative Performance | More
    04-28-17

    Worst 5-Year Relative Performance | More
    04-28-17

    Longest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.10
    AQR Large Cap Moment Clifford S. Asness 7.10
    AQR Small Cap Moment Clifford S. Asness 7.10
    AQR Diversified Arbi Ronen Israel 6.50
    AQR Managed Futures Clifford S. Asness 6.40

    Shortest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 0.40
    AQR International Re Michele L. Aghassi 0.40
    AQR Large Cap Relaxe Michele L. Aghassi 0.40
    AQR Small Cap Relaxe Michele L. Aghassi 0.40
    AQR Equity Market Ne Andrea Frazzini 1.80