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AQR Multi-Asset Fund (AQRNX)

10.23
+0.09
+(0.89%)
At close: 8:04:10 PM EDT
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  • Previous Close 10.14
  • YTD Return 4.61%
  • Expense Ratio 1.26%
  • Category Tactical Allocation
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.03B
  • Beta (5Y Monthly) 0.86
  • Yield 1.38%
  • 5y Average Return --
  • Holdings Turnover 136.00%
  • Last Dividend 0.15
  • Inception Date Sep 30, 2010

The adviser allocates the fund's assets among major asset classes. It will generally have some level of investment in the majority of asset classes and Instruments but there is no stated limit on the percentage of assets the fund can invest in a particular Instrument or the percentage of assets the adviser will allocate to any one asset class, and at times the adviser may focus on a small number of Instruments or asset classes. It is non-diversified.

AQR Funds

Fund Family

Tactical Allocation

Fund Category

1.03B

Net Assets

2010-09-30

Inception Date

Performance Overview: AQRNX

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Trailing returns as of 4/10/2025. Category is Tactical Allocation.

YTD Return

AQRNX
4.61%
Category
9.69%
 

1-Year Return

AQRNX
6.81%
Category
27.45%
 

3-Year Return

AQRNX
5.06%
Category
8.85%
 

5-Year Return

AQRNX
8.52%
Category
8.56%
 

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Holdings: AQRNX

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Sector Weightings

SectorAQRNX
Technology   29.45%
Healthcare   10.35%
Industrials   10.19%
Energy   4.58%
Utilities   0.55%
Real Estate   0.13%

Recent News: AQRNX

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Research Reports: AQRNX

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