4 / 5 Stars
4 2 2 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#17 in Tactical Allocation
U.S. News evaluated 85 Tactical Allocation 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 0.88 percent over the past year, and 6.57 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.8%|
|3 Years (Annualized)||6.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund allocates assets among major liquid asset classes (including global developed and emerging market equities, bonds, currencies, and commodities). It will generally have some level of investment in the majority of asset classes and Instruments but there is no stated limit on the percentage of assets the fund can invest in a particular Instrument or the percentage of assets the fund will allocate to any one asset class, and at times the fund may focus on a small number of Instruments or asset classes. The fund is non-diversified.
Fees are Low compared to funds in the same category.
AQR Risk Parity Fund has an expense ratio of 0.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.