AQR Managed Futures Strategy Fund

AQR Funds · 3 share classes

Actively managed U.S. equity fund
One fund, 3 share classes:AQMIXAQMNXAQMRX
$3.20B NAV
1,730 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

AQR Managed Futures Strategy Fund is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Leveraged

Fund profile

As filed in the prospectus · 2026 Q2

The AQR Managed Futures Strategy Fund (the Fund) seeks positive absolute returns. As further described under Details About the AQR Managed Futures Strategy Fund in the Funds prospectus, a positive absolute return seeks to earn a positive total return over a reasonable period of time regardless of market conditions or general market direction.

Strategy · summarised

The fund pursues positive absolute returns by taking long and short positions across hundreds of futures contracts, forwards, swaps and related instruments spanning commodities, currencies, equities and fixed income, using a systematic quantitative process that assesses price trends and fundamental data to identify opportunities in individual instruments and combinations of them. The fund targets annualized volatility between 5% and 13% but employs leverage that can result in instruments providing three to four times the net return of a broad- or narrow-based securities index, meaning returns over periods longer than one day will not equal that multiple of index returns. The fund obtains commodity exposure through a wholly-owned subsidiary into which it may invest up to 25% of total assets. Leverage magnifies both gains and losses, and a sharp decline in assets could force liquidation of positions at unfavorable times.

Expenses
3.01% 3.39%across 3 share classes
Share classExpense ratio
AQMIX3.09%
AQMNX3.39%
AQMRX3.01%

Portfolio turnover 412.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

73.60%
of net assets
Cash & short-term73.52%
Other0.52%
Stocks0.12%
Derivatives-0.56%

These positions come to 73.60% of net assets. Not everything a fund owns is reported as a holding — uninvested cash is collected at fund level instead — so the total is not expected to reach 100%.

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Cash45.2%
International21.8%
Industrials6.3%
Information Technology5.7%
10 smaller21.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 222 new299 exited

Largest new: United States of America ×8

Largest exited: United States of America ×8

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+23.16%+44.03%+82.03%6.47%-10.49%
+22.78%+42.85%+79.74%6.46%-10.61%
+23.20%+44.30%+82.85%6.48%-10.47%

These classes hold the same portfolio, so the 3.10pp spread over 5 years is the cost difference between them — roughly 0.62pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
Avg maturity
Flagged holdings
Defaulted: not reported
In arrears: not reported
Paid in kind: not reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

This fund carries a net credit hedge: it would gain roughly ≈ 0% if credit spreads widened 100bp, where a comparable bond fund would lose.

Interest-rate duration
6.23 yr
approx. move per 100bp
Credit-spread duration
-0.00 yr
gains value when spreads widen
Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

-0.00
yrs total
Investment grade+0.04 yr
High yield-0.04 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. This filer signs its rate and credit disclosures differently; the direction shown follows its interest-rate filing, and a negative reading is the least-supported figure here.

Interest rate6.23 yr total
1 yr10 yr
1 yr3.23 yr51%
5 yr2.10 yr33%
10 yr1.02 yr16%

3 mo and 30 yr are NEGATIVE (-0.04 yr, -0.08 yr) — a deliberate hedge at that point on the curve, so they are not part of the band above.

Credit spread-0.00 yr total
10 yr
10 yr0.20 yr100%

1 yr and 5 yr are NEGATIVE (-0.00 yr, -0.20 yr) — a deliberate hedge at that point on the curve, so they are not part of the band above.

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.04+0.00+0.00$0$0
1 yr+3.23-0.00-0.00-$469-$95
5 yr+2.10-0.16-0.04-$50.1k-$13.6k
10 yr+1.02+0.20+0.00$63.4k$0
30 yr-0.08+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 6.23 yr.

USD+2.57 yr
EUR+1.26 yr
JPY+1.18 yr
CAD+0.50 yr
GBP+0.38 yr
NOK+0.26 yr
21 others+0.07 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Limited Purpose Cash Investment Fund15.15%$485.44M
United States of America8.47%$271.53M
United States of America6.83%$218.90M
United States of America4.18%$133.93M
United States of America3.23%$103.47M
United States of America2.91%$93.17M
United States of America2.77%$88.94M
United States of America2.76%$88.46M
United States of America2.64%$84.71M
United States of America2.40%$76.88M
Showing 10 of 1,730Sign in to see more

Top 10 positions are 51.34% of net assets, top 25 73.57%, across 1.6K issuers.

See more of this fund's book

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