We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 AQR Mutual Funds to Buy Now for Superior Returns
Read MoreHide Full Article
AQR Capital Management, established in 1998 by Cliff Asness and his team, is an investment company based in Greenwich, CT. AQR provides a diverse range of mutual funds leveraging its systematic, research-driven approach. The company's approach combines investing principles with a disciplined data-driven methodology and meticulous portfolio design. AQR has branches across the United States, Asia, Australia, Europe and the Middle East. All these factors make AQR an attractive option for investment.
Investing in AQR mutual funds seems prudent as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three AQR mutual funds that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
AQR Long-Short Equity Fund (QLENX - Free Report) invests most of its assets in equity-related and derivative instruments, which track the performance of equity instruments, such as equity swaps equity index futures, exchange-traded funds, and similar pooled investment vehicles.
Clifford S. Asness has been the lead manager of QLENX since Dec 31, 2021. Most of the fund’s holdings were in companies like Short-Term Investment (86.3%) and Other (14.1%) as of Mar 31, 2024.
QLENX’s 3-year and 5-year annualized returns are 23.9% and 15.1%, respectively. Its net expense ratio is 1.55%. QLENX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
AQR Managed Futures Strategy Fund (AQMNX - Free Report) invests in a wide range of financial instruments, including futures contracts, forwards, swaps and related instruments.
John M. Liew has been the lead manager of AQMNX since Jan 6, 2010. Most of the fund’s holdings were in companies like Short-Term Investment (89.2%) and Other (10.8%) as of Mar 31, 2024.
AQMNX’s 3-year and 5-year annualized returns are 12.8% and 6.2%, respectively. Its net expense ratio is 1.50%. AQRNX has a Zacks Mutual Fund Rank #1.
AQR Equity Market Neutral Fund (QMNNX - Free Report) invests most of its assets in equity instruments and related derivative instruments.
Andrea Frazzini has been the lead manager of QMNNX since Oct 7, 2014. Most of the fund’s holdings were in companies like Short-Term Investment (1.4%) and Other (1%) as of Mar 31, 2024.
QMNNX’s 3-year and 5-year annualized returns are 22.2% and 9.5%, respectively. Its net expense ratio is 1.55%. QMNNX has a Zacks Mutual Fund Rank #1.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 AQR Mutual Funds to Buy Now for Superior Returns
AQR Capital Management, established in 1998 by Cliff Asness and his team, is an investment company based in Greenwich, CT. AQR provides a diverse range of mutual funds leveraging its systematic, research-driven approach. The company's approach combines investing principles with a disciplined data-driven methodology and meticulous portfolio design. AQR has branches across the United States, Asia, Australia, Europe and the Middle East. All these factors make AQR an attractive option for investment.
Investing in AQR mutual funds seems prudent as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three AQR mutual funds that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
AQR Long-Short Equity Fund (QLENX - Free Report) invests most of its assets in equity-related and derivative instruments, which track the performance of equity instruments, such as equity swaps equity index futures, exchange-traded funds, and similar pooled investment vehicles.
Clifford S. Asness has been the lead manager of QLENX since Dec 31, 2021. Most of the fund’s holdings were in companies like Short-Term Investment (86.3%) and Other (14.1%) as of Mar 31, 2024.
QLENX’s 3-year and 5-year annualized returns are 23.9% and 15.1%, respectively. Its net expense ratio is 1.55%. QLENX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
AQR Managed Futures Strategy Fund (AQMNX - Free Report) invests in a wide range of financial instruments, including futures contracts, forwards, swaps and related instruments.
John M. Liew has been the lead manager of AQMNX since Jan 6, 2010. Most of the fund’s holdings were in companies like Short-Term Investment (89.2%) and Other (10.8%) as of Mar 31, 2024.
AQMNX’s 3-year and 5-year annualized returns are 12.8% and 6.2%, respectively. Its net expense ratio is 1.50%. AQRNX has a Zacks Mutual Fund Rank #1.
AQR Equity Market Neutral Fund (QMNNX - Free Report) invests most of its assets in equity instruments and related derivative instruments.
Andrea Frazzini has been the lead manager of QMNNX since Oct 7, 2014. Most of the fund’s holdings were in companies like Short-Term Investment (1.4%) and Other (1%) as of Mar 31, 2024.
QMNNX’s 3-year and 5-year annualized returns are 22.2% and 9.5%, respectively. Its net expense ratio is 1.55%. QMNNX has a Zacks Mutual Fund Rank #1.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>