AQR Risk-Balanced Commodities Strategy Fund Class I (ARCIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Commodities broad basket
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return. The fund pursues its investment objective by allocating assets among various commodity sectors (including agricultural- energy- livestock- softs (e.g.- non-grain agricultural products such as coffee- sugar- cocoa- etc.) and precious and base metals). It also invests in fixed income securities and money market instruments. The fund will obtain exposure to commodity sectors by investing in commodity-linked derivatives- directly or through investments in the Subsidiary. It is non-diversified.


1 month-3.42% 3 years+3.08%
3 months+2.11% 5 years-5.70%
1 year+5.79% Since inception-5.58%
Data through --

Peer Comparisonvs. Commodities broad basket

Performance 5-yr return-5.70%-8.27%
Expense ratio1.12%1.27%
Risk 5 year sharpe ratio-0.34-0.63
Net assets$237.1M$863.9M
Average market cap----
Average P/E----
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyAQR Funds
Fund manager & tenureBrian Hurst / 5 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment$100,000.00


Fixed income66.02%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 27.76%
-- 24.06%
-- 10.31%
-- 1.90%
-- 1.75%
-- 0.26%