AQR Multi-Asset Fund

AQR Funds · 3 share classes

Actively managed U.S. equity fund
One fund, 3 share classes:AQRNXAQRIXAQRRX
$2.75B NAV
903 positions · as of 2026-06-30 · filed 2026-08-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

AQR Multi-Asset Fund is an actively managed U.S. equity fund.

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

Fund profile

As filed in the prospectus · 2026 Q2

The AQR Multi-Asset Fund (the Fund) seeks total return . Total return consists of capital appreciation and income.

Strategy · summarised

The fund allocates assets across developed market equities, government bonds, currencies, and commodities based on the adviser's assessment of risk and opportunity, using long and short positions in direct securities and derivatives including futures, swaps, and forwards. The adviser targets an annualized volatility of 7% to 13% and seeks to balance risk across asset classes, with lower-risk assets typically receiving higher notional allocations than higher-risk ones. The fund employs financial leverage through derivatives and short sales, which magnifies both gains and losses and increases volatility beyond what unlevered exposure would produce. Commodity exposure is obtained through a wholly-owned Cayman Islands subsidiary, into which the fund may invest up to 25% of its assets.

Expenses
0.93% 1.32%across 3 share classes
Share classExpense ratio
AQRNX1.32%
AQRIX1.05%
AQRRX0.93%

Portfolio turnover 110.00% · as of 2026 Q2

Allocation

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

95.79%
of net assets
Stocks39.99%
Cash & short-term30.91%
Bonds23.96%
Other0.53%
Derivatives0.40%

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
Cash27.9%
Government21.6%
International16.0%
Information Technology12.8%
11 smaller21.8%

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: 200 new129 exited

Largest new: United States of America ×7, CVX

Largest exited: United States of America, French Republic, Apellis Pharmaceuticals, Inc., Compass Group plc, OKLO, Genpact Ltd., CHWY, SCREEN Holdings Co. Ltd.

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+22.71%+48.92%+50.41%9.35%-5.32%
+22.94%+49.97%+52.16%9.32%-5.30%
+23.07%+50.43%+52.96%9.36%-5.20%

These classes hold the same portfolio, so the 2.56pp spread over 5 years is the cost difference between them — roughly 0.51pp 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
1.14%
Avg maturity
7.69 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

3-5y10y+
3-5y3.6%
5-10y87.4%
10y+9.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none 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

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying a small fraction as much.

Interest-rate duration
6.67 yr
approx. move per 100bp
Credit-spread duration
0.73 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -7.5%
of value
Interest rates90%
Credit spreads10%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

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

+0.73
yrs total
Investment grade+0.73 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 rate6.67 yr total
3 mo30 yr
3 mo0.03 yr0%
1 yr0.23 yr3%
5 yr2.27 yr34%
10 yr3.42 yr51%
30 yr0.72 yr11%
Credit spread0.73 yr total
5 yr30 yr
5 yr0.17 yr23%
10 yr0.56 yr77%
30 yr0.00 yr0%

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+0.03+0.00+0.00$0$0
1 yr+0.23+0.00+0.00$0$0
5 yr+2.27+0.17+0.00$46.5k$0
10 yr+3.42+0.56+0.00$154.6k$0
30 yr+0.72+0.00+0.00$105$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 6.67 yr.

USD+3.61 yr
GBP+2.40 yr
EUR+1.63 yr
CAD-0.86 yr
AUD-0.70 yr
JPY+0.60 yr
12 others+0.00 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 Fund19.96%$549.03M
NVIDIA Corp.NVDA2.43%$66.82M
United States of America2.14%$58.93M
United States of America1.88% · due 2035-07-151.93%$53.14M
United States of America2.13% · due 2035-01-151.88%$51.80M
United States of America1.88% · due 2036-01-151.85%$50.86M
United States of America1.81%$49.70M
United States of America1.79%$49.38M
United States of America1.88% · due 2034-07-151.77%$48.64M
United States of America0.13% · due 2032-01-151.70%$46.87M
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Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 37.27% of net assets, top 25 55.66%, across 806 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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