AQR Global Equity N
AQR FundsTwo Greewich Plaza,3rd FloorGreenwich, CT 06830
Map
Phone: 866-290-2688
| Category: | World Stock | | Fund Family: | AQR Funds | | Net Assets: | 500.83M | | Year-to-Date Return: | 5.12% | | Yield: | 2.20% | | Morningstar Rating: |  | | Fund Inception Date: | Jan 3, 2010 |
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John M. Liew
Lead Manager since Dec 30, 2009 | | | John Liew is a co-founder of AQR and heads the Global Asset Allocation team. Prior to co-founding AQR, John worked at Goldman, Sachs & Co. as a portfolio manager in the Asset Management Division. Prior to joining Goldman, John worked at Trout Trading Company. John has published articles in the Journal of Portfolio Management and the Financial Analysts Journal. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund seeks to outperform, after expenses, the MSCI World Index while seeking to control its tracking error relative to this benchmark. It invests significantly in companies (i) organized or located outside the U.S., (ii) whose primary trading market is located outside the U.S. or (iii) doing a substantial amount of business outside the U.S., which the fund considers as a company that derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S. The fund will allocate its assets among various regions and countries, including the United States. |
| Last Dividend
(Dec 13, 2012)
:
| 0.27 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 3, 2013)
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| N/A | | Average for Category: | 59.11% |
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| Expense | AQGNX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.24% | 1.35% | | Prospectus Net Expense Ratio: | 1.28% | N/A | | Prospectus Gross Expense Ratio: | 3.23% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.43% | | Max Deferred Sales Load:
| N/A | 2.17% | | 3 Yr Expense Projection*: | 812 | 744 | | 5 Yr Expense Projection*: | 1,519 | 1,113 | | 10 Yr Expense Projection*: | 3,397 | 2,235 |
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0.13(1.03%) Jun 17