Aqr Small Cap Fund Quote
| ASMOX Fund | USD 17.77 0.21 1.20% |
PerformanceVery Weak
| Odds Of DistressLow
|
Aqr Small is trading at 17.77 as of the 18th of March 2025; that is 1.20 percent increase since the beginning of the trading day. The fund's open price was 17.56. Aqr Small 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 small-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 small-cap U.S. More on Aqr Small Cap
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Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Funds, Small Growth Funds, Small Growth, AQR Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr Small Cap [ASMOX] is traded in USA and was established 18th of March 2025. Aqr Small is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of AQR Funds family. This fund presently has accumulated 179.38 M in assets under management (AUM) with minimum initial investment of 5 M. Aqr Small Cap is currently producing year-to-date (YTD) return of 3.27% with the current yeild of 0.0%, while the total return for the last 3 years was 5.78%.
Check Aqr Small 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 Small 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 Small Cap Mutual Fund Constituents
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care | |
| QDEL | Quidel | Stock | Health Care | |
| GNRC | Generac Holdings | Stock | Industrials | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| TDOC | Teladoc | Stock | Health Care | |
| PAYC | Paycom Soft | Stock | Information Technology | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| ACAD | ACADIA Pharmaceuticals | Stock | Health Care |
Aqr Small Cap Risk Profiles
| Mean Deviation | 1.44 | |||
| Standard Deviation | 2.5 | |||
| Variance | 6.25 | |||
| Risk Adjusted Performance | (0.17) |
Aqr Small Against Markets
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.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |