5 / 5 Stars
5 5 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 53 Managed Futures Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.33 percent over the past year, and 1.30 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-5.2%|
|3 Years (Annualized)||1.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks positive absolute returns. The fund invests primarily in a portfolio of futures contracts, futures-related instruments and swaps. It invests in futures contracts, futures-related instruments and swaps, 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 and swaps, global developed fixed income futures and bond futures and swaps, either by investing directly in those Instruments, or indirectly by investing in the Subsidiary that invests in those Instruments. It is non-diversified.
Fees are Above Average compared to funds in the same category.
AQR Managed Futures Strategy Fund has an expense ratio of 1.23 percent.
Risk is Average compared to funds in the same category according to Morningstar.