4 / 5 Stars
5 5 5 3 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 47 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 2.35 percent over the past year, and 1.09 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||1.1%|
|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 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 are Average compared to funds in the same category.
AQR Managed Futures Strategy Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.