Aqr Large Cap Fund Quote
| AUEIX Fund | USD 26.36 0.18 0.69% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Aqr Large is trading at 26.36 as of the 25th of November 2024; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 26.18. Aqr Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Aqr Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 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 large-cap issuers. More on Aqr Large Cap
Moving together with Aqr Mutual Fund
Moving against Aqr Mutual Fund
Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Blend Funds, Large Blend, AQR Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr Large Cap [AUEIX] is traded in USA and was established 25th of November 2024. Aqr Large is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AQR Funds family. This fund presently has accumulated 3.56 B in assets under management (AUM) with no minimum investment requirementsAqr Large Cap is currently producing year-to-date (YTD) return of 17.11% with the current yeild of 0.02%, while the total return for the last 3 years was 4.21%.
Check Aqr Large 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 Large Cap 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 Large Cap Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CME | CME Group | Stock | Financials | |
| MA | Mastercard | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| TRV | The Travelers Companies | Stock | Financials | |
| V | Visa Class A | Stock | Financials |
Aqr Large Cap Risk Profiles
| Mean Deviation | 0.4382 | |||
| Semi Deviation | 0.4558 | |||
| Standard Deviation | 0.5751 | |||
| Variance | 0.3308 |
Aqr Large Against Markets
Other Information on Investing in Aqr Mutual Fund
Aqr Large 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 Large security.
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