| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 51 Managed Futures Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.10 percent over the past year, and 2.92 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.3% |
| 1 Year | 12.1% |
| 3 Years (Annualized) | 2.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks positive absolute returns. The fund invests primarily in a portfolio of futures contracts, futures-related instruments and equity swaps. It invests in futures contracts and futures-related instruments including, but not limited to, global developed and emerging market equity index futures, swaps on equity index futures and equity swaps, global developed and emerging market currency forwards, commodity futures, swaps on commodity futures, global developed fixed income futures, bond futures and swaps on bond futures. The fund may also invest in exchange traded funds or exchange traded notes. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
AQR Managed Futures Strategy Fund has an expense ratio of 1.25 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
