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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 144 World Allocation 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 15.39 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.7% |
| 1 Year | 15.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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 which includes over 60 exposures globally, 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
Fees are Low compared to funds in the same category.
AQR Risk Parity Fund has an expense ratio of 0.95 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
