Aqr Small Cap Fund Fundamentals
| QSERX Fund | USD 20.76 0.35 1.71% |
Aqr Small Cap fundamentals help investors to digest information that contributes to Aqr Small's financial success or failures. It also enables traders to predict the movement of Aqr Mutual Fund. The fundamental analysis module provides a way to measure Aqr Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aqr Small mutual fund.
Aqr |
Aqr Small Cap Mutual Fund Price To Earning Analysis
Aqr Small's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Aqr Small Price To Earning | 15.31 X |
Most of Aqr Small's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aqr Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Aqr Small Cap has a Price To Earning of 15.31 times. This is 20.05% lower than that of the AQR Funds family and significantly higher than that of the Small Blend category. The price to earning for all United States funds is notably lower than that of the firm.
Aqr Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aqr Small's current stock value. Our valuation model uses many indicators to compare Aqr Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aqr Small competition to find correlations between indicators driving Aqr Small's intrinsic value. More Info.Aqr Small Cap is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Aqr Small Cap is roughly 8.90 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Aqr Small's earnings, one of the primary drivers of an investment's value.Aqr Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aqr Small's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Aqr Small could also be used in its relative valuation, which is a method of valuing Aqr Small by comparing valuation metrics of similar companies.Aqr Small is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Aqr Small
The fund consists of 94.82% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Aqr Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aqr Fundamentals
| Price To Earning | 15.31 X | ||||
| Price To Book | 1.72 X | ||||
| Price To Sales | 0.81 X | ||||
| Total Asset | 109.73 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 19.59 % | ||||
| One Year Return | 35.84 % | ||||
| Three Year Return | 5.74 % | ||||
| Five Year Return | 13.61 % | ||||
| Net Asset | 745.57 M | ||||
| Cash Position Weight | 0.62 % | ||||
| Equity Positions Weight | 94.82 % |
About Aqr Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aqr Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aqr Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aqr Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its investment objective by investing, under normal market conditions, at least 80 percent of its net assets in equity or equity-related securities of small-cap companies. It generally invests in small-cap U.S. companies, which the Adviser generally considers to be those companies with market capitalizations within the range of the Russell 2000 Index at the time of purchase.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Aqr Mutual Fund
Aqr Small 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 Small security.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities |