Aqr Large Cap Fund Quote
| AUENX Fund | USD 20.96 0.26 1.26% |
PerformanceOK
| Odds Of DistressLow
|
Aqr Large is trading at 20.96 as of the 18th of March 2025; that is 1.26% increase since the beginning of the trading day. The fund's open price was 20.7. 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
Moving against Aqr Mutual Fund
Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Blend Funds, Large Blend, AQR Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr Large Cap [AUENX] 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 2.27% with the current yeild of 0.01%, while the total return for the last 3 years was 7.63%.
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
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| TRV | The Travelers Companies | Stock | Financials | |
| MO | Altria Group | Stock | Consumer Staples | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| TGT | Target | Stock | Consumer Staples |
Aqr Large Cap Risk Profiles
| Mean Deviation | 0.8426 | |||
| Standard Deviation | 2.35 | |||
| Variance | 5.53 | |||
| Risk Adjusted Performance | (0.11) |
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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