AQR Multi-Asset Fund (AQRIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AQRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AQRIX
AQRIX charges 0.80% annually. There are 13 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | AQRIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | AQRIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | AQRIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | AQRIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | AQRIX vs GPIFX |
Best Risk-Adjusted Alternatives to AQRIX
AQRIX has a PortfoliosLab risk / return rank of 77. There are 24 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | AQRIX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | AQRIX vs PAAIX | |
| AQR Diversifying Strategies Fund Class N | 94 | — | Jun 2020 | AQRIX vs QDSNX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | AQRIX vs PASAX | |
| Donoghue Forlines Dividend Fund | 94 | — | Nov 2013 | AQRIX vs PWDIX |
Top Performing AQRIX Alternatives (YTD)
AQRIX is at 9.72% YTD. There are 21 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 45.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 45.02% | — | Sep 2019 | AQRIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 35.64% | — | Dec 2016 | AQRIX vs MOJOX | |
| Teberg Fund | 23.20% | — | Mar 2002 | AQRIX vs TEBRX | |
| Potomac Defensive Bull Fund | 22.60% | — | Jun 2020 | AQRIX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 20.34% | — | Feb 2019 | AQRIX vs PDX |
Lowest Volatility Alternatives to AQRIX
AQRIX has 10.26% 1-year volatility. There are 41 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.55% | — | Aug 2012 | AQRIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | AQRIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | AQRIX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | AQRIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.22% | — | Sep 2002 | AQRIX vs HSTRX |
Lowest Drawdown Alternatives to AQRIX
AQRIX has a 1-year max drawdown of -7.48%. There are 48 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | AQRIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | AQRIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | AQRIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.54% | — | Sep 2002 | AQRIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | AQRIX vs ASTIX |
Other Mutual Funds from AQR
The 10 most viewed AQR mutual funds shown here include QLEIX, QLENX, QMNNX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 80 | 1.51% | — | Jul 2013 | AQRIX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 78 | 1.36% | — | Jul 2013 | AQRIX vs QLENX | |
| AQR Equity Market Neutral Fund Class N | Equity Market Neutral | 16 | -5.90% | — | Oct 2014 | AQRIX vs QMNNX | |
| AQR Managed Futures Strategy Fund - Class I | Systematic Trend | 92 | 9.72% | — | Jan 2010 | AQRIX vs AQMIX | |
| AQR Style Premia Alternative Fund - Class I | Multistrategy | 87 | 16.65% | — | Oct 2013 | AQRIX vs QSPIX | |
| AQR Diversifying Strategies Fund - Class I | Multistrategy | 95 | 5.71% | — | Jun 2020 | AQRIX vs QDSIX | |
| AQR Alternative Risk Premia Fund - Class I | Multistrategy | 98 | 21.98% | — | Sep 2017 | AQRIX vs QRPIX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 83 | 11.68% | — | Jul 2013 | AQRIX vs QMHIX | |
| AQR Trend Total Return Fund | Systematic Trend | 95 | 13.72% | — | Dec 2021 | AQRIX vs QNZNX | |
| AQR Alternative Risk Premia Fund Class N | Multistrategy | 98 | 21.77% | — | Sep 2017 | AQRIX vs QRPNX |
Often Compared With AQRIX
Investors most often compare AQRIX with AHTPX, SPY, AUEIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare AQRIX with Any Fund or Stock
Compare AQRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AQRIX with funds that move differently
AQR Multi-Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AQRIX.
Explore AQRIX Diversifiers