The Lipper Large-Cap Growth Funds classification encompasses funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) above Lipper’s U.S. Diversified Equity Funds large-cap floor. Large-cap growth funds typically have above-average characteristics compared to the S&P 500 Index. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to LSEG Lipper, “Each fund is ranked against its peers based on the metric used (such as its flagship risk-adjusted return measure, Consistent

The Lipper Options Arbitrage/Strategies Funds classification are funds that employ various strategies to capture the spread between similar options through inefficiencies in the market or funds and use portfolio strategies where the manager focuses on options to generate the bulk of the portfolio’s return. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to LSEG Lipper, “Each fund is ranked against its peers based on the metric used (such as its flagship risk-adjusted return measure, Consistent Return, Total Return, or Expense), and the

The Lipper Small-Cap Core Funds classification is defined as funds that by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) below Lipper’s USDE small-cap ceiling, according to Lipper methodology. These funds have more latitude in the companies in which they invest. These funds typically have average characteristics compared to the S&P SmallCap 600 Index. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to Refinitiv Lipper, “Each fund is ranked against

The AQR Diversified Arbitrage Funds, I Shares (ADAIX) is a top performer among Lipper Alternative Event Driven Funds using Lipper Leader metrics for the month ended October 31, 2022. The way the fund has managed such consistent returns through even turbulent markets includes the utilization of economic research, flexibility, and stringent risk management, according to lead portfolio manager Todd Pulvino, principal and co-founder of AQR’s arbitrage research affiliate AQR Arbitraged. We spoke with Pulvino to discern how ADAIX’s managers construct its portfolio and their views on arbitrage and investing in the Alternative Event Driven Funds classification. Lipper Leaders Ratings and