AQR Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.982.73-0.888.56--
    Category Average5.47-1.161.038.570.50
    Assets for Each Yr*15.6222.4232.5338.2038.20
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 8.56 3.40 4.96

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $38,195 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 15.63 0.63 Very Low
    International Stock 2.3 7.80 0.78 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 4.64 0.10
    Intel Corp* Technology -6.33 0.06
    DexCom Inc* Healthcare -1.12 0.06
    Merck & Co Inc* Healthcare 4.25 0.06
    Lam Research Corp* Technology 2.41 0.06
    Acadia Healthcare Co Inc* Healthcare 6.13 0.06
    Alphabet Inc A* Technology 7.33 0.06
    Microsoft Corp* Technology 4.75 0.06
    Amazon.com Inc* Consumer Cyclical 11.61 0.05
    Anthem Inc* Healthcare 6.58 0.05
    Envision Healthcare Corp* Healthcare 3.36 0.05
    Tesla Inc* Consumer Cyclical 7.99 0.05
    VeriSign Inc* Technology -0.73 0.05
    The Ultimate Software Group Inc* Technology 3.69 0.05
    Tyson Foods Inc Class A* Consumer Defensive -1.44 0.05
    UnitedHealth Group Inc* Healthcare 3.71 0.05
    Boeing Co* Industrials 14.00 0.04
    Oshkosh Corp* Industrials 1.54 0.04
    Zillow Inc* RealEstate 8.91 0.04
    Ball Corp* Consumer Cyclical 0.13 0.04

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.80
    AQR Large Cap Moment Clifford S. Asness 7.80
    AQR Small Cap Moment Clifford S. Asness 7.80
    AQR Diversified Arbi Ronen Israel 7.20
    AQR Managed Futures Clifford S. Asness 7.20

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 1.10
    AQR International Re Michele L. Aghassi 1.10
    AQR Large Cap Relaxe Michele L. Aghassi 1.10
    AQR Small Cap Relaxe Michele L. Aghassi 1.10
    AQR Equity Market Ne Andrea Frazzini 2.60