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 21 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | AQRIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | AQRIX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | AQRIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | AQRIX vs ABRZX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | AQRIX vs MOJOX |
Top Performing AQRIX Alternatives (YTD)
AQRIX is at 9.05% YTD. There are 25 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 48.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 48.26% | — | Sep 2019 | AQRIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.83% | — | Dec 2016 | AQRIX vs MOJOX | |
| Teberg Fund | 26.50% | — | Mar 2002 | AQRIX vs TEBRX | |
| Quantified STF Fund | 23.45% | — | Nov 2015 | AQRIX vs QSTFX | |
| Potomac Defensive Bull Fund | 21.40% | — | Jun 2020 | AQRIX vs CRDBX |
Lowest Volatility Alternatives to AQRIX
AQRIX has 10.12% 1-year volatility. There are 42 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | AQRIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | AQRIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | AQRIX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | AQRIX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | AQRIX vs SFHYX |
Lowest Drawdown Alternatives to AQRIX
AQRIX has a 1-year max drawdown of -7.48%. There are 47 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 | -2.48% | — | Sep 2002 | AQRIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | AQRIX vs ASTIX |
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 | AQRIX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 60 | -1.46% | — | Jul 2013 | AQRIX vs QLENX | |
| AQR Equity Market Neutral Fund Class N | Equity Market Neutral | 7 | -7.95% | — | Oct 2014 | AQRIX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 92 | 10.66% | — | Jan 2010 | AQRIX vs AQMIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 98 | 18.27% | — | Sep 2017 | AQRIX vs QRPIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 81 | 13.06% | — | Oct 2013 | AQRIX vs QSPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 93 | 14.60% | — | Dec 2021 | AQRIX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 86 | 13.30% | — | Jul 2013 | AQRIX vs QMHIX | |
| AQR Global Equity Fund | Global Equities | 78 | 12.61% | — | Dec 2009 | AQRIX vs AQGIX | |
| AQR Diversifying Strategies Fund Class N | Tactical Allocation | 92 | 4.66% | — | Jun 2020 | AQRIX vs QDSNX |
Often Compared With AQRIX
Investors most often compare AQRIX with AHTPX, SPY, SPMO. These 20 comparison targets span 13 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