AQR Funds Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return8.725.982.73-0.881.42
    Category Average5.965.47-1.161.032.92
    Assets for Each Yr*13.8215.6222.4232.5335.17
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 1.42 3.58 4.26

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,167 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 15.06 0.55 Very Low
    International Stock 3.0 7.24 0.72 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.94 0.09
    Intel Corp* Technology -4.60 0.07
    UnitedHealth Group Inc* Healthcare 16.53 0.06
    DexCom Inc* Healthcare 30.23 0.06
    Merck & Co Inc* Healthcare 13.57 0.06
    Acadia Healthcare Co Inc* Healthcare 44.53 0.06
    Anthem Inc* Healthcare 31.77 0.06
    Alphabet Inc A* Technology 22.67 0.05
    Amazon.com Inc* Consumer Cyclical 32.55 0.05
    Envision Healthcare Corp* Healthcare -1.71 0.05
    HP Inc* Technology 24.16 0.05
    Lam Research Corp* Technology 41.77 0.05
    JPMorgan Chase & Co* Financial Services 2.24 0.05
    Burlington Stores Inc* Consumer Defensive 4.64 0.04
    Hewlett Packard Enterprise Co* Technology -0.30 0.04
    Oshkosh Corp* Industrials 5.76 0.04
    Allergan PLC* Healthcare 19.19 0.04
    PNC Financial Services Group Inc* Financial Services 3.86 0.04
    Sprouts Farmers Market Inc* Consumer Defensive 17.18 0.04
    VeriSign Inc* Technology 22.99 0.04

    Best 5-Year Relative Performance | More
    06-26-17

    Worst 5-Year Relative Performance | More
    06-26-17

    Longest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.30
    AQR Large Cap Moment Clifford S. Asness 7.30
    AQR Small Cap Moment Clifford S. Asness 7.30
    AQR Diversified Arbi Ronen Israel 6.70
    AQR Managed Futures Clifford S. Asness 6.60

    Shortest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 0.50
    AQR International Re Michele L. Aghassi 0.50
    AQR Large Cap Relaxe Michele L. Aghassi 0.50
    AQR Small Cap Relaxe Michele L. Aghassi 0.50
    AQR Equity Market Ne Andrea Frazzini 2.00