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AQR Managed Futures Strategy HV R6 (QMHRX)

9.29 +0.01 (+0.11%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 9.28
  • YTD Return 17.05%
  • Expense Ratio 1.68%
  • Category Systematic Trend
  • Last Cap Gain -69.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 202.96M
  • Beta (5Y Monthly) -0.68
  • Yield 6.65%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.60
  • Inception Date Jul 16, 2013

The adviser allocates the fund's assets among four major asset classes (commodities, currencies, fixed income and equities). It gains exposure to asset classes by investing in several hundred futures contracts, futures-related instruments, forwards and swaps, including, but not limited to, commodity futures, forwards and swaps; currencies, currency futures and forwards; equity index futures, equity swaps and volatility futures; bond futures and swaps; interest rate futures and swaps and credit default index swaps. The fund is non-diversified.

AQR Funds

Fund Family

Systematic Trend

Fund Category

202.96M

Net Assets

2013-07-16

Inception Date

Performance Overview: QMHRX

Trailing returns as of 4/25/2024. Category is Systematic Trend.

YTD Return

QMHRX
17.05%
Category
6.19%
 

1-Year Return

QMHRX
26.15%
Category
11.75%
 

3-Year Return

QMHRX
17.92%
Category
3.74%
 

5-Year Return

QMHRX
11.52%
Category
0.99%
 

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Holdings: QMHRX

Sector Weightings

SectorQMHRX
Technology   2.02%
Energy   1.14%
Industrials   1.11%
Healthcare   0.67%
Utilities   0.34%
Real Estate   0.18%

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