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
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	AQGIX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	AQGIX vs VTWAX

Best Risk-Adjusted Alternatives to AQGIX

AQGIX has a PortfoliosLab risk / return rank of 79. There are 29 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	AQGIX vs LVAGX
PGVFX	Polaris Global Value Fund	92	—	May 1998	AQGIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	91	—	Dec 2005	AQGIX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	AQGIX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	AQGIX vs JGYIX

Top Performing AQGIX Alternatives (YTD)

AQGIX is at 13.02% YTD. There are 74 mutual funds in the Global Equities category with higher YTD returns, going as high as 41.95%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	41.95%	—	Nov 2016	AQGIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	29.71%	—	Jan 1987	AQGIX vs OBEGX
AGLOX	Ariel Global Fund	24.96%	—	Dec 2011	AQGIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	AQGIX vs PRGSX
FWWFX	Fidelity Worldwide Fund	24.21%	—	May 1990	AQGIX vs FWWFX

Lowest Volatility Alternatives to AQGIX

AQGIX has 14.02% 1-year volatility. There are 129 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	AQGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	AQGIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.19%	—	Jul 2006	AQGIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.55%	—	Sep 1990	AQGIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.68%	—	Jan 2016	AQGIX vs SGMAX

Lowest Drawdown Alternatives to AQGIX

AQGIX has a 1-year max drawdown of -9.88%. There are 80 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	AQGIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	AQGIX vs SVTAX

Other Mutual Funds from AQR Funds

The 10 most viewed AQR Funds mutual funds shown here include QLEIX, QLENX, QMNNX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QLEIX	AQR Long-Short Equity Fund	Long-Short	57	-0.52%	—	Jul 2013	AQGIX vs QLEIX
QLENX	AQR Long-Short Equity Fund Class N	Long-Short, Actively Managed	54	-0.63%	—	Jul 2013	AQGIX vs QLENX
QMNNX	AQR Equity Market Neutral Fund N	Equity Market Neutral	6	-6.48%	—	Oct 2014	AQGIX vs QMNNX
AQMIX	AQR Managed Futures Strategy Fund	Systematic Trend	92	11.91%	—	Jan 2010	AQGIX vs AQMIX
QRPIX	AQR Alternative Risk Premia Fund	Multistrategy	96	18.34%	—	Sep 2017	AQGIX vs QRPIX
QSPIX	AQR Style Premia Alternative Fund	Multistrategy	52	12.95%	—	Oct 2013	AQGIX vs QSPIX
QNZNX	AQR Trend Total Return Fund	Systematic Trend	95	15.35%	—	Dec 2021	AQGIX vs QNZNX
QMHIX	AQR Managed Futures Strategy HV Fund	Systematic Trend	87	15.33%	—	Jul 2013	AQGIX vs QMHIX
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	54	8.96%	—	Sep 2010	AQGIX vs AQRIX
ARCIX	AQR Risk-Balanced Commodities Strategy Fund	Commodities	37	12.51%	—	Jul 2012	AQGIX vs ARCIX

Often Compared With AQGIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JPM	JPMorgan Chase & Co.		68	4.70%	—	—	AQGIX vs JPM
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	46	8.99%	—	Jan 1934	AQGIX vs RICGX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	91	24.16%	—	Dec 2011	AQGIX vs DHAMX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	46	5.68%	—	Oct 2002	AQGIX vs QIACX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	AQGIX vs SPY
ARTGX	Artisan Global Value Fund	Global Equities	69	9.05%	—	Dec 2007	AQGIX vs ARTGX
QAI	IQ Hedge Multi-Strategy Tracker ETF	Long-Short	80	8.45%	762.37M	Mar 2009	AQGIX vs QAI
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	46	5.92%	—	Oct 2002	AQGIX vs QKACX
VT	Vanguard Total World Stock ETF	Global Equities	59	10.06%	95.30B	Jun 2008	AQGIX vs VT
FGIYX	Nuveen Global Infrastructure Fund	Energy Equities	47	11.24%	—	Dec 2007	AQGIX vs FGIYX
DHIVX	Centre Global Infrastructure Fund	Energy Equities	42	9.72%	—	Jan 2018	AQGIX vs DHIVX
QICLX	AQR International Multi-Style Fund	Foreign Large Cap Equities	43	10.02%	—	Mar 2013	AQGIX vs QICLX
BISMX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	11	-1.26%	—	Feb 2012	AQGIX vs BISMX
FCPAX	Fidelity Advisor International Capital Appreciatio...	Foreign Large Cap Equities	16	13.78%	—	Nov 1997	AQGIX vs FCPAX
FMILX	Fidelity New Millennium Fund	Large Cap Value Equities	37	13.91%	—	Dec 1992	AQGIX vs FMILX
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	71	15.66%	—	Mar 1993	AQGIX vs CWGIX
BDAFX	Baron Durable Advantage Fund Retail Shares	Large Cap Growth Equities	18	4.84%	—	Dec 2017	AQGIX vs BDAFX
MGLBX	Marsico Global Fund	Global Equities	38	19.65%	—	Jun 2007	AQGIX vs MGLBX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	77	10.10%	—	Feb 2008	AQGIX vs FTRIX
GFSIX	Gabelli Global Financial Services Fund	Financials Equities	73	6.86%	—	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