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
    10-20-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 36.49 0.10
    Intel Corp* Technology 13.69 0.06
    DexCom Inc* Healthcare -24.99 0.06
    Merck & Co Inc* Healthcare 10.91 0.06
    Lam Research Corp* Technology 95.49 0.06
    Acadia Healthcare Co Inc* Healthcare 34.29 0.06
    Alphabet Inc A* Technology 26.83 0.06
    Microsoft Corp* Technology 28.71 0.06
    Amazon.com Inc* Consumer Cyclical 31.08 0.05
    Anthem Inc* Healthcare 36.81 0.05
    Envision Healthcare Corp* Healthcare -28.69 0.05
    Tesla Inc* Consumer Cyclical 61.50 0.05
    VeriSign Inc* Technology 43.21 0.05
    The Ultimate Software Group Inc* Technology 6.07 0.05
    Tyson Foods Inc Class A* Consumer Defensive 17.08 0.05
    UnitedHealth Group Inc* Healthcare 30.98 0.05
    Boeing Co* Industrials 72.80 0.04
    Oshkosh Corp* Industrials 35.83 0.04
    Zillow Inc* RealEstate 12.76 0.04
    Ball Corp* Consumer Cyclical 13.40 0.04

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    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
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 0.90
    AQR International Re Michele L. Aghassi 0.90
    AQR Large Cap Relaxe Michele L. Aghassi 0.90
    AQR Small Cap Relaxe Michele L. Aghassi 0.90
    AQR Equity Market Ne Andrea Frazzini 2.30