AQR Alternative Risk Premia Fund
Summary
The Fund invests long and short across global equity, fixed income, currency, and commodity markets, seeking to deliver attractive returns at moderate volatility. The Fund’s strategy is implemented in a way to seek to reduce the tax burden traditionally associated with alternatives.
Category
Growth
Type of fund
Asset Class
Hedge Fund
Focus of this fund
Fund Type
Mutual
Structure of this fund
Treeview Rating
Our overall rating of this fund
Treeview Risk Rating
Medium
Our determination of this fund's risk
Fund Research
Open Fund WebsiteInformation published by fund manager
Performance - Last Year
38.9%
Most recent four quarters
Performance - Last 2 Years
27.9%
Annualized over 24 months
Performance - Last 3 Years
21.6%
Annualized over 36 months
Treeview Minimum
$5,000
Minimum investment as a Treeview Capital client
Fund Minimum
$5,000,000
Minimum investment without using an advisor
Investor Level
Any
Minimum required investor sophistication
Treeview Fee Discount
1.48%
Annual fund expenses as a Treeview Capital client
Fund Fees
1.74%
Annual fund expenses without using an advisor
Fee Savings
14.9%
Annual fund expense savings via the institutional share class
Commission
$0
Fee payable to Schwab to buy and sell
Next Redemption Date
Daily
Approximate date when fund can next be sold
Inception Date
September 19, 2017
Date fund was launched
Ticker Symbol
QRPIX
How to identify this interval fund
Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.
