Morningstar

AQR Wholesale Managed Futures Fund - Class 7P 42153

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  • NAV / 1-Day Return —  /  —
  • Fund Size A$125.7M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category Alternative - Systematic Trend
  • Alternative Style Box (Funds) Negative/High
  • Minimum Initial Investment A$25,000
  • Investment Status Open
  • TTM Yield 29.23%
  • Turnover Ratio —

Morningstar’s Analysis 42153

Will 42153 outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 42153’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 42153 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 42153’s parent organization’s priorities and whether they’re in line with investors’ interests.

A distinct take on trend following.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

AQR Managed Futures Strategy has delivered strong recent results and leans on a proficient team, but its increasingly complex design makes its behavior harder to predict.

by David Reyna
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Portfolio Holdings 42153

More 42153 Holdings
  • Current Portfolio Date —
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —

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