Aqr Global Equity Fund Quote
| AQGNX Fund | USD 11.11 0.12 1.09% |
PerformanceOK
| Odds Of DistressLow
|
Aqr Global is trading at 11.11 as of the 19th of March 2025; that is 1.09% increase since the beginning of the trading day. The fund's open price was 10.99. Aqr Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund seeks to outperform, after expenses, the MSCI World Index while seeking to control its tracking error relative to this benchmark. Generally, it will invest at least 80 percent of its net assets in equity and equity-related instruments . The fund will invest in companies with a broad range of market capitalizations.. More on Aqr Global Equity
Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Blend Funds, World Large-Stock Value Funds, World Large-Stock Value, AQR Funds, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr Global Equity [AQGNX] is traded in USA and was established 19th of March 2025. Aqr Global is listed under AQR Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of AQR Funds family. This fund presently has accumulated 335.09 M in assets under management (AUM) with no minimum investment requirementsAqr Global Equity is currently producing year-to-date (YTD) return of 5.6% with the current yeild of 0.02%, while the total return for the last 3 years was 15.39%.
Check Aqr Global 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 Global Equity 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 Global Equity Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| ROG | Rogers | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples |
Aqr Global Equity Risk Profiles
| Mean Deviation | 0.9909 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.85 | |||
| Risk Adjusted Performance | (0.04) |
Aqr Global Against Markets
Other Information on Investing in Aqr Mutual Fund
Aqr Global 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 Global security.
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