AQR Multi-Asset cleverly blends the firm’s unique factor-based systematic investing profile with traditional market exposure in this risk parity strategy. It retains a Morningstar Analyst Rating of Silver for its cheaper share classes, while the most-expensive is rated Bronze.
Morningstar’s Fund Analysis AQRIX
Will AQRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AQRIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AQRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AQRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.