Aqr Large Cap Fund Quote

AUEIX Fund  USD 20.98  0.27  1.30%   

Performance

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Odds Of Distress

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Low
Aqr Large is trading at 20.98 as of the 18th of March 2025; that is 1.30 percent increase since the beginning of the trading day. The fund's open price was 20.71. Aqr Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 defensive investment style, seeking to provide downside protection with upside potential through active stock selection, risk management and diversification. It pursues its objective by investing, under normal market conditions, at least 80 percent of its net assets in Equity Instruments of large-cap issuers. More on Aqr Large Cap

Moving together with Aqr Mutual Fund

  0.82AMONX Aqr Large CapPairCorr
  0.82AMOMX Aqr Large CapPairCorr

Moving against Aqr Mutual Fund

  0.34QMNNX Aqr Equity MarketPairCorr
  0.34QMNIX Aqr Equity MarketPairCorr
  0.34QMNRX Aqr Equity MarketPairCorr

Aqr Mutual Fund Highlights

Fund ConcentrationAQR Funds, Large Blend Funds, Large Blend, AQR Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of January 2023
Fiscal Year EndSeptember
Aqr Large Cap [AUEIX] 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 Blend category and is part of AQR Funds family. This fund presently has accumulated 3.56 B in assets under management (AUM) with no minimum investment requirementsAqr Large Cap is currently producing year-to-date (YTD) return of 2.32% with the current yeild of 0.01%, while the total return for the last 3 years was 7.93%.
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

MOAltria GroupStockConsumer Staples
ALLThe AllstateStockFinancials
ADBEAdobe Systems IncorporatedStockInformation Technology
TMUST MobileStockCommunication Services
PGProcter GambleStockConsumer Staples
HDHome DepotStockConsumer Discretionary
SBUXStarbucksStockConsumer Discretionary
MSFTMicrosoftStockInformation Technology
More Details

Aqr Large Cap Risk Profiles

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.
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