AQR Global Equity Fund Class R6 (AQGRX) 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 AQGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AQGRX
AQGRX charges 0.72% annually. There are 48 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | AQGRX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | AQGRX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | AQGRX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | AQGRX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | AQGRX vs VTWAX |
Best Risk-Adjusted Alternatives to AQGRX
AQGRX has a PortfoliosLab risk / return rank of 78. There are 28 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | AQGRX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | AQGRX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | AQGRX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | AQGRX vs JGYIX | |
| Vanguard Global Capital Cycles Fund | 92 | 3.90B | May 1984 | AQGRX vs VGPMX |
Top Performing AQGRX Alternatives (YTD)
AQGRX is at 12.65% YTD. There are 63 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.84% | — | Nov 2016 | AQGRX vs PGTIX | |
| Oberweis Global Opportunities Fund | 24.97% | — | Jan 1987 | AQGRX vs OBEGX | |
| LSV Global Value Fund | 23.33% | — | Jun 2014 | AQGRX vs LVAGX | |
| Ariel Global Fund | 22.42% | — | Dec 2011 | AQGRX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.75% | — | — | AQGRX vs YFSNX |
Lowest Volatility Alternatives to AQGRX
AQGRX has 14.16% 1-year volatility. There are 123 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | AQGRX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | AQGRX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | AQGRX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.52% | — | Sep 1990 | AQGRX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | AQGRX vs SGMAX |
Lowest Drawdown Alternatives to AQGRX
AQGRX has a 1-year max drawdown of -9.79%. There are 76 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 | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | AQGRX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AQGRX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | AQGRX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | AQGRX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | AQGRX vs CSUAX |
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 | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 63 | -1.32% | — | Jul 2013 | AQGRX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 60 | -1.46% | — | Jul 2013 | AQGRX vs QLENX | |
| AQR Equity Market Neutral Fund Class N | Equity Market Neutral | 7 | -7.95% | — | Oct 2014 | AQGRX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 92 | 10.66% | — | Jan 2010 | AQGRX vs AQMIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 98 | 18.27% | — | Sep 2017 | AQGRX vs QRPIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 81 | 13.06% | — | Oct 2013 | AQGRX vs QSPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 93 | 14.60% | — | Dec 2021 | AQGRX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 86 | 13.30% | — | Jul 2013 | AQGRX vs QMHIX | |
| AQR Multi-Asset Fund | Tactical Allocation | 77 | 9.05% | — | Sep 2010 | AQGRX vs AQRIX | |
| AQR Global Equity Fund | Global Equities | 78 | 12.61% | — | Dec 2009 | AQGRX vs AQGIX |
Often Compared With AQGRX
Investors most often compare AQGRX with VOO, AMOMX, FGIAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AQGRX with Any Fund or Stock
Compare AQGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AQGRX with funds that move differently
AQR Global Equity Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AQGRX.
Explore AQGRX Diversifiers