Morningstar

AQR Wholesale Managed Futures Fund - Class 8P 43517

Morningstar Medalist Rating
Unlock
Medalist Rating as of See AQR Investment Hub
  • 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 —
  • TTM Yield 28.39%
  • Turnover Ratio —

Morningstar’s Analysis 43517

Will 43517 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 43517’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 43517 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 43517’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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings 43517

More 43517 Holdings
  • Current Portfolio Date —
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —

Sponsor Center