Aqr Large Cap Fund Quote
| QMORX Fund | USD 25.56 0.15 0.58% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Aqr Large is trading at 25.56 as of the 29th of November 2024; that is 0.58% down since the beginning of the trading day. The fund's open price was 25.71. Aqr Large has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Aqr Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund pursues a momentum investment style by investing primarily in equity or equity-related securities of large-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 large-cap U.S. More on Aqr Large Cap
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Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Growth Funds, Large Growth, AQR Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Aqr Large Cap [QMORX] is traded in USA and was established 29th of November 2024. Aqr Large is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of AQR Funds family. This fund at this time has accumulated 1.17 B in assets with minimum initial investment of 50 M. Aqr Large Cap is currently producing year-to-date (YTD) return of 33.87% with the current yeild of 0.01%, while the total return for the last 3 years was 8.57%.
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
| DIS | Walt Disney | Stock | Communication Services | |
| VZ | Verizon Communications | Stock | Communication Services | |
| MRK | Merck Company | Stock | Health Care | |
| BA | The Boeing | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Aqr Large Cap Risk Profiles
| Mean Deviation | 0.7011 | |||
| Semi Deviation | 0.8671 | |||
| Standard Deviation | 0.9864 | |||
| Variance | 0.973 |
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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