Investors expecting diversified exposure to a mixed bag of investment factors of have been left disappointed by AQR Style Premia Alternative. Excessive exposure to value has driven much of this strategy’s performance, highlighting a shortfall in its implementation. It continues to earn a Morningstar Analyst Rating of Neutral for all share classes.
AQR Style Premia Alternative N QSPNX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will QSPNX 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 QSPNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the QSPNX 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 QSPNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Value factors still steer performance.
