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Morningstar

AQR Diversifying Strategies R6 QDSRX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 12.52  /  +0.16 %
  • Total Assets 775.2 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Multistrategy
  • Alt Style Correlation / Relative Volatility Low/Medium
  • Min. Initial Investment 50.0 Mil
  • Status Open
  • TTM Yield 10.08%
  • Turnover 37%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis QDSRX

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

  • People Pillar

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

Six-in-one for a smoother ride.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Seasoned leaders combine individual systematic methodologies in AQR Diversifying Strategies, providing access to the firm’s distinct investment strengths. The current tactical positioning has paid off but warrants watching to ensure the portfolio’s diversifying properties persist.

by Karen Zaya
Rated on Published on

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Portfolio Holdings QDSRX

More QDSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AQR Multi-Asset R6

30.15 136.1 Mil
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AQR Equity Market Neutral R6

19.02 85.9 Mil
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AQR Style Premia Alternative R6

18.15 81.9 Mil
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AQR Macro Opportunities R6

12.46 56.2 Mil
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AQR Managed Futures Strategy HV R6

11.48 51.8 Mil
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AQR Diversified Arbitrage R6

6.70 30.2 Mil
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Limited Purpose Cash Investment

2.04 9.2 Mil
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I

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R6

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N

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