AQR Capital Administration, primarily based in Greenwich, CT is a worldwide funding administration firm that gives a variety of mutual funds primarily based on a quantitative, analytical method. AQR applies an understanding of economics, behavioral finance and knowledge science to develop funding options. A few of the mutual funds which are offered by AQR embody conventional long-only funds and liquid alternate options that are designed to assist in diversification and threat administration to realize increased returns. AQR mutual funds are primarily based on the idea of risk-adjusted returns, thus making an attempt to realize returns in the long term, regardless of the market circumstances. All these elements make AQR mutual funds dependable decisions for investments.
We’ve got chosen three AQR mutual funds — AQR Lengthy-Brief Fairness Fund QLENX, AQR Fairness Market Impartial Fund QMNNX and AQR Giant Cap Momentum Model AMONX — that traders can purchase now for the long run. These funds have a Zacks Mutual Fund Rank #1 (Robust Purchase) or 2 (Purchase), constructive three-year and five-year annualized returns, minimal preliminary investments inside $5000 and expense ratios significantly decrease than the class common. So, these funds have offered a relatively stronger efficiency and carry a decrease price.
AQR Lengthy-Brief Fairness Fund invests most of its property in equity-related and by-product devices, which observe the efficiency of fairness devices, similar to fairness swaps fairness index futures, exchange-traded funds, and related pooled funding automobiles.
Andrea Frazzini has been the lead supervisor of QLENX since July 16, 2013. Many of the fund’s holdings had been in corporations like Brief-Time period Funding (78.5%), Different (14.2%) and Amazon.com, Inc. (1.2%) as of June 30, 2024.
QLENX’s 3-year and 5-year annualized returns are 27.1% and 16.2%, respectively. Its internet expense ratio is 1.55%. QLENX has a Zacks Mutual Fund Rank #1.
To see how this fund carried out in comparison with its class, and different 1 and a pair of Ranked Mutual Funds, please click here.
AQR Fairness Market Impartial Fund invests most of its property in fairness devices and associated by-product devices.
Andrea Frazzini has been the lead supervisor of QMNNX since Oct. 7, 2014. Many of the fund’s holdings had been in corporations like Brief-Time period Funding (81.6%), Different (9.6%) and GSK plc (1.2%) as of Sept. 30, 2024.
QMNNX’s 3-year and 5-year annualized returns are 24.6% and 10.9%, respectively. Its internet expense ratio is 1.55%. QMNNX has a Zacks Mutual Fund Rank #1.
AQR Giant Cap Momentum Model fund invests in fairness and equity-related securities of large-cap corporations with constructive momentum, traded on U.S. exchanges or over-the-counter markets.
Andrea Frazzini has been the lead supervisor of AMONX since Oct. 7, 2014. Many of the fund’s holdings had been in corporations like NVIDIA Corp (7.6%), Microsoft Corp (6.6%) and Brief-Time period Funding (4.4%) as of Sept. 30, 2024.
AMONX’s 3-year and 5-year annualized returns are 9.5% and 15.7%, respectively. Its internet expense ratio is 0.65%. AMONX has a Zacks Mutual Fund Rank #2.
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