Aqr International Defensive Fund Quote
| ANDIX Fund | USD 14.54 0.06 0.41% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Aqr International is trading at 14.54 as of the 25th of November 2024; that is 0.41% increase since the beginning of the trading day. The fund's open price was 14.48. Aqr International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Aqr International Defensive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The fund pursues a defensive investment style, seeking to provide downside protection with upside potential through active stock selection, risk management and diversification. It pursues its objective by investing, under normal market conditions, at least 80 percent of its net assets in Equity Instruments of International Issuers.. More on Aqr International Defensive
Moving together with Aqr Mutual Fund
Moving against Aqr Mutual Fund
Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, AQR Funds, Large Blend, Foreign Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr International Defensive [ANDIX] is traded in USA and was established 25th of November 2024. Aqr International is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of AQR Funds family. This fund presently has accumulated 282.53 M in assets under management (AUM) with minimum initial investment of 5 M. Aqr International is currently producing year-to-date (YTD) return of 4.6% with the current yeild of 0.03%, while the total return for the last 3 years was 0.43%.
Check Aqr International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aqr Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aqr Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aqr International Defensive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aqr International Defensive Mutual Fund Constituents
| CTXAF | Ampol Limited | Pink Sheet | Oil & Gas Refining & Marketing | |
| WES | Western Midstream Partners | Stock | Energy | |
| LRLCF | LOral SA | Pink Sheet | Household & Personal Products | |
| BCE | BCE Inc | Stock | Communication Services | |
| WOW | WideOpenWest | Stock | Communication Services | |
| TLS | Telos Corp | Stock | Information Technology | |
| ROG | Rogers | Stock | Information Technology | |
| OR | Osisko Gold Ro | Stock | Materials |
Aqr International Risk Profiles
| Mean Deviation | 0.5384 | |||
| Standard Deviation | 0.6763 | |||
| Variance | 0.4574 | |||
| Risk Adjusted Performance | (0.06) |
Aqr International Against Markets
Other Information on Investing in Aqr Mutual Fund
Aqr International financial ratios help investors to determine whether Aqr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aqr with respect to the benefits of owning Aqr International security.
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