![]() Information about how each Fund voted proxies relating to portfolio securities held during the most recent 12-month period ended June 30 will be available no later than August 31. The Funds may attempt to increase its income or total return through the use of securities lending, and they may be subject to the possibility of additional loss as a result of this investment technique. The Funds are subject to high portfolio turnover risk as a result of frequent trading, and thus, will incur a higher level of brokerage fees and commissions, and cause a higher level of tax liability to shareholders in the Funds. An investor considering the Funds should be able to tolerate potentially wide price fluctuations. Please refer to the prospectus for complete information regarding all risks associated with the Funds. The value of the Funds’ portfolio holdings may fluctuate in response to events specific to the companies in which the Fund invests, as well as economic, political or social events in the United States or abroad. ![]() Indexes are unmanaged and one cannot invest directly in an index.Īn investment in any of the AQR Funds involves risk, including loss of principal. The Russell 1000 Index measures the performance of the 1,000 largest companies in the Russell 3000 Index. Please call 86 for most recent month-end performance. From time to time the Fund’s advisor may waive fees or reimbursed expenses, without which performance would have been lower. ![]() Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares. Returns for periods under a year are cumulative, all others are average annual returns. ![]() All returns shown are total returns that assume reinvestment of dividends and capital gains. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. ![]() Performance data quoted represent past performance. The Expense Limitation Agreement may be terminated with the consent of the Board of Trustees. The Adviser has contractually agreed to reimburse operating expenses of the Fund at least through April 30, 2024. ![]()
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