AQGIX – AQR Global Fund I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund seeks to outperform, after expenses, the MSCI World Net Total Return USD Index (the Global Equity Benchmark) while seeking to control its tracking error relative to this benchmark. Under normal circumstances, it will invest at least 40% of its assets in non‑U.S. companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AQGNX	AQR Global Fund Class N	No Load	Open			Dec 31, 2009	$41.73M	1.130%	Above Average	$2,500	$10.15M
AQGIX	AQR Global Fund Class I	Institutional	Open			Dec 31, 2009	$98.70M	0.870%	Average	$5M	$40.15M
AQGRX	AQR Global Fund Class R6	Retirement, Large	Open			Jan 8, 2014	$518.90M	0.740%	Below Average	$50M	−$35.89M

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