AQR Managed Futures High Volatility benefits from strong resources and reasonable fees, but a slight shift in philosophy and weak upside returns limits our conviction. Its Morningstar Analyst Rating has been lowered to Neutral from Bronze.
Will QMHIX 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 QMHIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the QMHIX 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 QMHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.