QCPIX : AQR Core Plus Bond Fund Class I

QCPIX is a Bond Market Total US Bond Market with LOW fees.

QCPIX

AQR Core Plus Bond Fund Class I

FI Score

54 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

54% FI Score
  • qcpix
  • Mutual Fund
  • Bond
  • Total US Bond Market

AQR Core Plus Bond Fund Class I

Expenses: 0.43% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks total return. The fund seeks to outperform, after expenses, the Bloomberg Barclays U.S. Aggregate Bond Index (the "index") while seeking to control its tracking error relative to this benchmark. It aims to pursue its investment objective primarily through, although not limited to, maturity selection, corporate issuer selection, country selection, emerging bond selection and currency selection. Under normal market conditions, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds and bond related instruments. It is non-diversified.

Largest Holdings

Amount Holding
14.32% United States Treasury Notes 1.62%
13.71% Ubs Money Ser
7.91% 2 Year Treasury Note Future June 20
7.03% Federal National Mortgage Association
7.02% Federal National Mortgage Association 3.5%
6.11% Federal National Mortgage Association 3%
6.05% Federal National Mortgage Association
4.81% United States Treasury Bonds 2.88%
4.58% Federal National Mortgage Association
4.58% Federal National Mortgage Association
3.98% United States Treasury Bonds 3.75%
2.86% Federal National Mortgage Association
2.85% Federal National Mortgage Association
2.39% 10 Year Treasury Note Future June 20
2.13% United States Treasury Bonds 2.75%
1.94% United States Treasury Notes 2.75%
1.83% SGX 10 Year Mini Japanese Government Bond Future June 20
1.77% Japan (Government Of) 0.1%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo