Mutual Funds - Latest Summary ( 14 Funds, 42 Classes )


AQR Managed Futures Strategy HV Fund

NA > NA

QMHIX rank - 5 of 432

The fund seeks positive absolute returns by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process employs a higher volatility approach that will target an annuali

YTD
0.6%
2024
8.27%

AQR Managed Futures Strategy Fund

NA > NA

AQMIX rank - 23 of 432

The fund seeks positive absolute returns by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team allocates assets among four major asset classes (com

YTD
0.82%
2024
4.15%

AQR Small Cap Momentum Style Fund

Small-Cap > Growth

ASMNX rank - 31 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes a momentum investment style to ident

YTD
-1.97%
2024
-1.03%

AQR Small Cap Multi-Style Fund

Small-Cap > Core

QSERX rank - 223 of 433

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process relies on multiple investment styles, such as value, mome

YTD
-2.64%
2024
-1.73%

AQR Global Equity Fund

Multi-Cap > Core

AQGIX rank - 47 of 220

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team will invest in instruments of compa

YTD
-100%
2024
28.48%

AQR Equity Market Neutral Fund

NA > NA

QMNIX rank - 8 of 13

The fund seeks positive absolute returns by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The strategy looks to generate returns from the potential gains from it

YTD
3.2%
2024
18.6%

AQR Emerging Multi-Style II Fund

NA > NA

QTELX rank - 129 of 446

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on equity or equity-rela

YTD
-100%
2024
16.61%

AQR International Multi-Style Fund

Multi-Cap > Core

QICLX rank - 95 of 508

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes multiple investment sty

YTD
0.7%
2024
-0.62%

AQR International Momentum Style Fund

Multi-Cap > Growth

AIMOX rank - 44 of 221

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes a momentum investment style to identify co

YTD
-0.5%
2024
-10.82%

AQR International Equity Fund

Multi-Cap > Core

AQIIX rank - 133 of 508

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes value, momentum, and other

YTD
0%
2024
-100%

AQR International Defensive Style Fund

Multi-Cap > Core

ANDIX rank - 117 of 508

The fund seeks total return by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its process, the investment team seeks to identify equity instruments of

YTD
-100%
2024
6.71%

AQR Large Cap Momentum Style Fund

Multi-Cap > Growth

AMOMX rank - 38 of 315

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index that demonstrate positive momentum characteristics.

The investment team considers a security to have positive momentum if it has performed well in the prior 12 months relative

YTD
5.13%
2024
12.54%

AQR Large Cap Multi-Style Fund

Large-Cap > Core

QCELX rank - 95 of 527

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The disciplined investment process seeks to highlight companies demonstrating attractive valuations with positive momentum and strong profitability.

The research team narrows the investable universe to a list of stable companies with strong earnings charact

YTD
3.05%
2024
9.18%

AQR Large Cap Defensive Style Fund

Large-Cap > Core

AUEIX rank - 191 of 527

The fund seeks primarily capital appreciation and secondarily current income by investing in large-size companies in the United States.

The defensive investment style is designed to highlight stable companies exhibiting high profit margins characteristics.

Next, the research team uses quantitative models to identify companies on the basis of factors such as low operating and

YTD
0.15%
2024
-7.83%
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