AQR Managed Futures Strategy HV Fund Class N (QMHNX)

11.23
Net Asset Value
+0.72%
1 Day
+0.18%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
2.15%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks positive absolute returns. The fund allocates its assets among four major asset classes (commodities, currencies, fixed income and equities). Generally, it gains exposure to asset classes by investing in more than 100 futures contracts, futures-related instruments, forwards and swaps, including, but not limited to, equity index futures and equity swaps; bond futures and swaps; interest rate futures and swaps; commodity futures and swaps; and currency futures and forwards, either by investing directly in those Instruments, or indirectly by investing in the Subsidiary that invests in those Instruments. The fund is non-diversified.

Performance

1 month-4.75% 3 years--
3 months-9.87% 5 years--
1 year+21.80% Since inception+16.16%
Data through --

Peer Comparisonvs. Managed futures

 QMHNXCategory
Performance 5-yr return--+0.19%
Expense ratio2.15%2.11%
Risk 5 year sharpe ratio--0.04
Net assets$265.8M$374.5M
Average market cap$27.2B--
Average P/E16.4--
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyAQR Funds
Fund manager & tenureClifford Asness / 1 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

Fixed income77.96%
Cash15.15%
International stock4.20%
U.S. stock3.13%
Other0.01%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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