Aqr Global Equity Fund Quote
| AQGRX Fund | USD 12.12 0.01 0.08% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Aqr Global is trading at 12.12 as of the 29th of November 2024; that is 0.08% down since the beginning of the trading day. The fund's open price was 12.13. Aqr Global has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Aqr Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. 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
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Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Value Funds, World Large-Stock Blend Funds, World Large-Stock Blend, AQR Funds, Large Value, World Large-Stock Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Aqr Global Equity [AQGRX] is traded in USA and was established 29th of November 2024. Aqr Global is listed under AQR Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of AQR Funds family. This fund presently has accumulated 374.2 M in assets under management (AUM) with minimum initial investment of 50 M. Aqr Global Equity is currently producing year-to-date (YTD) return of 26.01% with the current yeild of 0.02%, while the total return for the last 3 years was 10.53%.
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 | 0.5677 | |||
| Semi Deviation | 0.7271 | |||
| Standard Deviation | 0.7848 | |||
| Variance | 0.616 |
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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