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AQR Diversifying Strategies Fund Class I QDSIX Fund Analysis

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Morningstar’s Analysis QDSIX

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

  • People Pillar

    The People Pillar is our evaluation of the QDSIX 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 QDSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A reasonable one-stop shop for AQR’s best ideas.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

AQR Diversifying Strategies is a fund of funds that invests roughly one-third of its assets in AQR Multi-Asset, with the remainder allocated across five other AQR funds (Equity Market Neutral, Style Premia Alternative, Managed Futures Strategy High Volatility, Macro Opportunities, and Diversified Arbitrage). Its UCITS equivalent, AQR Apex, includes the same building blocks under an integrated vehicle instead of taking the fund-of-funds approach. The UCITS also carries a higher long-term annualized volatility target, ranging from the mutual fund’s 6% target up to 10%, and it promotes environmental, social, and governance characteristics.

by Jodi Lim
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