AQR Managed Futures benefits from strong resources and reasonable fees, but a slight shift in the strategy’s philosophy and weak upside returns limits our conviction. Its Morningstar Analyst Rating has been downgraded to Neutral from Bronze for all share classes.
Will AQMIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AQMIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AQMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AQMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.