AQR Funds: AQR International Multi-Style Fund; Class I Shares (QICLX)

13.05 1.16%
Dec 04 close; Powered by IEX
Bull case
No sales load or distribution fees
Bear case
Low net assets
3-year return below the benchmark
5-year return below the benchmark
High expense ratio

Bull case

  1. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Bear case

  1. QICLX net assets are $84.20 million. This fund is not a popular choice with retail investors.
  2. QICLX 3-year return is 9.81%, which is lower than the 3-year return of the benchmark index (MSCI World ex USA NR USD), 10.94%.
  3. QICLX 5-year return is 8.52%, which is lower than the 5-year return of the benchmark index (MSCI World ex USA NR USD), 9.55%.
  4. QICLX expense ratio is 0.59%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?