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

    Total ReturnCategory Average
    Total Return8.725.982.73-0.881.26
    Category Average5.965.47-1.161.032.47
    Assets for Each Yr*13.8215.6222.4232.5335.05
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 1.26 3.83 4.32

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,051 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 14.82 0.55 Very Low
    International Stock 3.3 7.10 0.72 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 33.99 0.09
    Intel Corp* Technology 0.09 0.07
    Merck & Co Inc* Healthcare 9.58 0.07
    DexCom Inc* Healthcare 15.33 0.06
    Acadia Healthcare Co Inc* Healthcare 32.02 0.06
    Anthem Inc* Healthcare 23.22 0.06
    Amazon.com Inc* Consumer Cyclical 29.45 0.05
    Envision Healthcare Corp* Healthcare -11.98 0.05
    HP Inc* Technology 29.67 0.05
    Lam Research Corp* Technology 45.05 0.05
    JPMorgan Chase & Co* Financial Services -0.71 0.05
    Bank of America Corporation* Financial Services 4.59 0.04
    Hewlett Packard Enterprise Co* Technology 7.97 0.04
    Oshkosh Corp* Industrials 1.25 0.04
    Tyson Foods Inc Class A* Consumer Defensive -4.89 0.04
    UnitedHealth Group Inc* Healthcare 9.55 0.04
    WisdomTree Investments Inc* Financial Services -13.20 0.04
    Allergan PLC* Healthcare 5.19 0.04
    Mead Johnson Nutrition Co* Consumer Defensive 26.39 0.04
    Sprouts Farmers Market Inc* Consumer Defensive 27.06 0.04

    Best 5-Year Relative Performance | More
    05-22-17

    Worst 5-Year Relative Performance | More
    05-22-17

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.20
    AQR Large Cap Moment Clifford S. Asness 7.20
    AQR Small Cap Moment Clifford S. Asness 7.20
    AQR Diversified Arbi Ronen Israel 6.60
    AQR Managed Futures Clifford S. Asness 6.50

    Shortest Manager Tenure | More
    05-22-17

    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 1.90