AQR Risk-Balanced Commodities Strategy Fund
Summary
The Fund primarily invests in a portfolio of commodity futures contracts, seeking to balance risks through time and across commodity sectors. Additionally, the Fund seeks to tactically increase or decrease exposure to markets as determined by AQR’s investment models.
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
37.0%
Most recent four quarters
Performance - Last 2 Years
23.4%
Annualized over 24 months
Performance - Last 3 Years
17.7%
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
1.04%
Annual fund expenses as a Treeview Capital client
Fund Fees
1.33%
Annual fund expenses without using an advisor
Fee Savings
21.8%
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
July 9, 2012
Date fund was launched
Ticker Symbol
ARCIX
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.
