Aqr Diversified Arbitrage Fund Quote
| ADAIX Fund | USD 12.17 0.03 0.25% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Aqr Diversified is trading at 12.17 as of the 17th of January 2025; that is 0.25 percent increase since the beginning of the trading day. The fund's open price was 12.14. Aqr Diversified has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund seeks to outperform, after expenses, the ICE BofA US 3-Month Treasury Bill Index while seeking to control its tracking risk relative to this benchmark. It invests in a diversified portfolio of instruments, including equities, convertible securities, debt securities, loans, rights, warrants, options, swaps, futures contracts, forwards or other types of derivative instruments.. More on Aqr Diversified Arbitrage
Moving against Aqr Mutual Fund
Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Funds, Relative Value Arbitrage Funds, Relative Value Arbitrage, AQR Funds, Large, Relative Value Arbitrage (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Aqr Diversified Arbitrage [ADAIX] is traded in USA and was established 17th of January 2025. Aqr Diversified is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Relative Value Arbitrage category and is part of AQR Funds family. This fund presently has accumulated 1.72 B in assets under management (AUM) with minimum initial investment of 5 M. Aqr Diversified Arbitrage is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.01%, while the total return for the last 3 years was 1.58%.
Check Aqr Diversified Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aqr Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aqr Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aqr Diversified Arbitrage Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aqr Diversified Arbitrage Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| LUV | Southwest Airlines | Stock | Industrials | |
| QGEN | Qiagen NV | Stock | Health Care | |
| NESR | National Energy Services | Stock | Energy |
Aqr Diversified Arbitrage Risk Profiles
| Mean Deviation | 0.0986 | |||
| Standard Deviation | 0.1449 | |||
| Variance | 0.021 | |||
| Risk Adjusted Performance | (0.08) |
Aqr Diversified Against Markets
Other Information on Investing in Aqr Mutual Fund
Aqr Diversified financial ratios help investors to determine whether Aqr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aqr with respect to the benefits of owning Aqr Diversified security.
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