AQGIX Alternatives & Similar Mutual Funds

AQR Global Equity Fund (AQGIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AQGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AQGIX

AQGIX charges 0.80% annually. There are 71 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	AQGIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	AQGIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	AQGIX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	AQGIX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	AQGIX vs UCEQX

Best Risk-Adjusted Alternatives to AQGIX

AQGIX has a PortfoliosLab risk / return rank of 81. There are 35 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	AQGIX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	AQGIX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	AQGIX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	AQGIX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	AQGIX vs PGVFX

Top Performing AQGIX Alternatives (YTD)

AQGIX is at 13.10% YTD. There are 52 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	AQGIX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	AQGIX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	AQGIX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	AQGIX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	AQGIX vs EPSYX

Lowest Volatility Alternatives to AQGIX

AQGIX has 14.46% 1-year volatility. There are 128 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	AQGIX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	AQGIX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	AQGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	AQGIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	AQGIX vs SVTAX

Lowest Drawdown Alternatives to AQGIX

AQGIX has a 1-year max drawdown of -9.88%. There are 83 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	AQGIX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	AQGIX vs MBXAX
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	AQGIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	AQGIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	AQGIX vs SGMAX

Other Mutual Funds from AQR

The 10 most viewed AQR mutual funds shown here include QLEIX, QLENX, QMNNX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QLEIX	AQR Long-Short Equity Fund	Long-Short	78	0.43%	—	Jul 2013	AQGIX vs QLEIX
QLENX	AQR Long-Short Equity Fund Class N	Long-Short, Actively Managed	75	0.24%	—	Jul 2013	AQGIX vs QLENX
QMNNX	AQR Equity Market Neutral Fund Class N	Equity Market Neutral	18	-6.23%	—	Oct 2014	AQGIX vs QMNNX
AQMIX	AQR Managed Futures Strategy Fund - Class I	Systematic Trend	90	10.24%	—	Jan 2010	AQGIX vs AQMIX
QDSIX	AQR Diversifying Strategies Fund - Class I	Multistrategy	92	5.50%	—	Jun 2020	AQGIX vs QDSIX
QSPIX	AQR Style Premia Alternative Fund - Class I	Multistrategy	90	17.69%	—	Oct 2013	AQGIX vs QSPIX
QRPIX	AQR Alternative Risk Premia Fund - Class I	Multistrategy	98	21.98%	—	Sep 2017	AQGIX vs QRPIX
QMHIX	AQR Managed Futures Strategy HV Fund	Systematic Trend	82	12.49%	—	Jul 2013	AQGIX vs QMHIX
QNZNX	AQR Trend Total Return Fund	Systematic Trend	91	13.04%	—	Dec 2021	AQGIX vs QNZNX
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	76	8.88%	—	Sep 2010	AQGIX vs AQRIX

Often Compared With AQGIX

Investors most often compare AQGIX with RICGX, JPM, DHAMX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	40	8.33%	—	Jan 1934	AQGIX vs RICGX
JPM	JPMorgan Chase & Co.		71	10.73%	—	—	AQGIX vs JPM
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	AQGIX vs DHAMX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	53	8.33%	—	Oct 2002	AQGIX vs QIACX
QAI	NYLI Hedge Multi-Strategy Tracker ETF	Long-Short	83	7.67%	1.02B	Mar 2009	AQGIX vs QAI
ARTGX	Artisan Global Value Fund	Global Equities	83	11.21%	—	Dec 2007	AQGIX vs ARTGX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	AQGIX vs SPY
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	50	8.33%	—	Oct 2002	AQGIX vs QKACX
FGIYX	Nuveen Global Infrastructure Fund	Infrastructure Equities, Energy Equities	68	11.94%	—	Dec 2007	AQGIX vs FGIYX
QICLX	AQR International Multi-Style Fund	Foreign Large Cap Equities	73	13.11%	—	Mar 2013	AQGIX vs QICLX
BISMX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	31	8.01%	—	Feb 2012	AQGIX vs BISMX
DHIVX	Centre Global Infrastructure Fund	Infrastructure Equities, Energy Equities	46	9.29%	—	Jan 2018	AQGIX vs DHIVX
FCPAX	Fidelity Advisor International Capital Appreciatio...	Foreign Large Cap Equities	9	4.70%	—	Nov 1997	AQGIX vs FCPAX
VT	Vanguard Total World Stock ETF	Global Equities	70	11.15%	97.00B	Jun 2008	AQGIX vs VT
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	72	13.02%	—	Mar 1993	AQGIX vs CWGIX
FMILX	Fidelity New Millennium Fund	Large Cap Blend Equities	26	10.52%	—	Dec 1992	AQGIX vs FMILX
BDAFX	Baron Durable Advantage Fund Retail Shares	Large Cap Growth Equities	10	2.59%	—	Dec 2017	AQGIX vs BDAFX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	72	10.68%	—	Feb 2008	AQGIX vs FTRIX
MGLBX	Marsico Global Fund	Global Equities	25	12.50%	—	Jun 2007	AQGIX vs MGLBX
GFSIX	Gabelli Global Financial Services Fund	Financials Equities	88	13.06%	—	Oct 2018	AQGIX vs GFSIX

Compare AQGIX with Any Fund or Stock

Compare AQGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair AQGIX with funds that move differently

AQR Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AQGIX.

Explore AQGIX Diversifiers

AQR Global Equity Fund (AQGIX) Alternatives