AQR Style Premia Alternative Fund Class I (QSPIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.67
-0.09 (-1.03%)
Dec 8, 2025, 8:10 AM EST
5.35%
Fund Assets1.68B
Expense Ratio5.89%
Min. Investment$5,000,000
Turnover289.00%
Dividend (ttm)0.54
Dividend Yield6.20%
Dividend Growth-66.82%
Payout FrequencyAnnual
Ex-Dividend DateDec 17, 2024
Previous Close8.76
YTD Return12.16%
1-Year Return12.74%
5-Year Return158.01%
52-Week Low7.55
52-Week High9.00
Beta (5Y)-0.03
Holdings3393
Inception DateOct 30, 2013

About QSPIX

The fund pursues its investment objective by aiming to provide exposure to four separate investment styles ("Styles"): value, momentum, carry and defensive, using both "long" and "short" positions within the following asset groups ("Asset Groups"): equities, bonds, interest rates, commodities and currencies. It will achieve its exposure to any of the Asset Groups by using derivatives or holding those assets directly. The fund is non-diversified.

Fund Family AQR Funds
Category Multistrategy
Performance Rating High
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol QSPIX
Share Class Class I
Index ICE BofA US 3-Month T Bill TR IX

Performance

QSPIX had a total return of 12.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.35%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
QSPRXClass R65.79%
QSPNXClass N6.14%

Top 10 Holdings

63.74% of assets
NameSymbolWeight
Limited Purpose Cash Investment Fundn/a38.30%
United States of America - U.S. Treasury BillsB.0 03.26.264.06%
United States of America - U.S. Treasury BillsB.0 02.12.263.86%
Goldman Sachs Financial Square Treasury Instruments FundFTIXX3.77%
United States of America - U.S. Treasury BillsB.0 11.20.253.01%
United States of America - U.S. Treasury BillsB.0 12.26.252.59%
United States of America - U.S. Treasury BillsB.0 01.15.262.58%
Veeva Systems Inc.VEEV2.02%
United States of America - U.S. Treasury BillsB.0 01.08.262.00%
United States of America - U.S. Treasury BillsB.0 03.12.261.57%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 17, 2024$0.53716Dec 18, 2024
Dec 18, 2023$1.61905Dec 19, 2023
Dec 19, 2022$1.69683Dec 20, 2022
Dec 23, 2021$0.89853Dec 27, 2021
Dec 23, 2019$0.1319Dec 24, 2019
Dec 19, 2018$0.08708Dec 20, 2018
Full Dividend History