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MFO Ratings Updated Through April 2019

edited May 2019 in MFO Premium
All ratings have been updated on MFO Premium site, including MultiSearch, QuickSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, and Fund Family Scorecard. The site now includes several analysis tools, including Compare, Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.


  • edited May 2019
    Latest MFO Fund Family Scorecard gives AQR a "Lower" grade. Of AQR's 39 funds, 26 trail their peers since launch through April 2019 based on absolute return.


    Fortunately, most of AQR's AUM is in just five funds: Managed Futures Strategy (AQMIX), Style Premia Alternative (QSPIX), Large Cap Defensive Style (AUEIX), Long-Short Equity (QLEIX) and Large Cap Multi-Style (QCELX), which have all bested their peers since launch.


    But it's been a tough past year for two of these: Style Premia Alternative (QSPIX) and Long-Short Equity (QLEIX), each down 13-14%, particularly since alternatives tend to target investors with more moderate risk tolerance.

  • edited May 2019
    Jing and SnagIt (via Screencast) recently changed the way they construct embedded links, which is incompatible with our board. I needed chip to help me find a workaround ... so, sorry for the delay in posting return and risk tables for AQR funds above. Going forward, should be ok. c
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