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-11.66% 3 years+1.16%
3 months-11.91% 5 years-5.28%
1 year+4.20% Since inception-5.88%
Data through --

Peer Comparisonvs. Commodities broad basket

Performance 5-yr return-5.28%-5.90%
Expense ratio1.13%1.24%
Risk 5 year sharpe ratio-0.21-0.47
Net assets$334.1M$965.7M
Average market cap----
Average P/E----
Portfolio turnover0%0%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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 income78.75%
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
-- 28.50%
-- 23.90%
-- 10.10%
-- 5.01%
-- 3.03%
-- 2.44%
-- 2.20%
-- 1.24%
-- 1.16%
-- 0.92%