Aqr Large Cap Fund Quote
| AMONX Fund | USD 20.56 0.54 2.70% |
PerformanceVery Weak
| Odds Of DistressLow
|
Aqr Large is trading at 20.56 as of the 18th of March 2025; that is 2.70% increase since the beginning of the trading day. The fund's open price was 20.02. Aqr Large has about a 21 % 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. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund pursues a momentum investment style by investing primarily in equity or equity-related securities of large-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80 percent of its net assets in large-cap U.S. More on Aqr Large Cap
Moving together with Aqr Mutual Fund
Moving against Aqr Mutual Fund
Aqr Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | AQR Funds, Large Growth Funds, Large Blend Funds, Large Value Funds, Large Growth, AQR Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr Large Cap [AMONX] is traded in USA and was established 18th of March 2025. Aqr Large is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of AQR Funds family. The entity is thematically classified as Large Blend Funds. This fund presently has accumulated 715.5 M in assets under management (AUM) with no minimum investment requirementsAqr Large Cap is currently producing year-to-date (YTD) return of 1.99% with the current yeild of 0.01%, while the total return for the last 3 years was 10.82%.
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
| VZ | Verizon Communications | Stock | Communication Services | |
| BA | The Boeing | Stock | Industrials | |
| DIS | Walt Disney | Stock | Communication Services | |
| INTC | Intel | Stock | Information Technology | |
| PFE | Pfizer Inc | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| V | Visa Class A | Stock | Financials |
Aqr Large Cap Risk Profiles
| Mean Deviation | 1.3 | |||
| Standard Deviation | 2.03 | |||
| Variance | 4.11 | |||
| Risk Adjusted Performance | (0.14) |
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.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |