Total Return | 2.74 | -0.89 | 8.55 | -11.10 | 7.31 |
Category Average | -1.16 | 1.05 | 8.57 | -6.35 | 10.36 |
Assets for Each Yr* | 22.41 | 32.52 | 38.18 | 25.70 | 23.15 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 7.31 | 0.56 | 2.11 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$23,149 mil | $1,000,000 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 2.8 | 37.46 | 0.74 | Below Avg |
International Stock | 2.4 | 10.57 | 0.87 | Below Avg |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | -- | -- | -- | -- |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
AQR Large Cap Defensive Styl | 1 | -- | ||
AQR Risk-Balanced Commoditie | 6 | -- | ||
AQR Long-Short Equity I | 11 | 07-16-19 | ||
AQR Risk Parity II HV I | 15 | -- | ||
AQR International Defensive | 22 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
AQR Managed Futures Strategy | 99 | 01-09-19 | ||
AQR Multi-Strategy Alternati | 94 | 02-25-19 | ||
AQR TM International Momentu | 93 | -- | ||
AQR Emerging Defensive Style | 91 | -- | ||
AQR International Momentum S | 91 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
AQR TM Large Cap Multi-Style | 0.35 | -- | ||
AQR Core Plus Bond R6 | 0.37 | -- | ||
AQR Large Cap Defensive Styl | 0.39 | -- | ||
AQR Large Cap Momentum Style | 0.39 | 02-22-19 | ||
AQR TM Large Cap Momentum St | 0.40 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
AQR Alternative Risk Premia | 3.23 | 12-12-18 | ||
AQR Multi-Strategy Alternati | 2.37 | 02-25-19 | ||
AQR Style Premia Alternative | 2.24 | 12-05-18 | ||
AQR Equity Market Neutral R6 | 1.93 | 07-16-19 | ||
AQR Diversified Arbitrage I | 1.92 | 04-22-19 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
AQR International Mo | Clifford S. Asness | 9.50 | ||
AQR Large Cap Moment | Clifford S. Asness | 9.50 | ||
AQR Small Cap Moment | Clifford S. Asness | 9.50 | ||
AQR Managed Futures | Clifford S. Asness | 8.80 | ||
AQR Multi-Asset I | Brian K. Hurst | 8.00 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
AQR Alternative Risk | Ronen Israel | 1.50 | ||
AQR Core Plus Bond R | Jordan Brooks | 1.50 | ||
AQR Emerging Relaxed | Michele L. Aghassi | 2.80 | ||
AQR International Re | Michele L. Aghassi | 2.80 | ||
AQR Large Cap Relaxe | Michele L. Aghassi | 2.80 |