Aqr Small Cap Fund Quote
| QSMNX Fund | USD 16.02 0.18 1.14% |
PerformanceVery Weak
| Odds Of DistressLow
|
Aqr Small is trading at 16.02 as of the 17th of March 2025; that is 1.14% increase since the beginning of the trading day. The fund's open price was 15.84. 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 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund pursues its investment objective by investing, under normal market conditions, at least 80 percent of its net assets in equity or equity-related securities of small-cap companies. It generally invests in small-cap U.S. companies, which the Adviser generally considers to be those companies with market capitalizations within the range of the Russell 2000 Index at the time of purchase.. More on Aqr Small Cap
Moving together with Aqr Mutual Fund
Moving against Aqr Mutual Fund
Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Funds, Small Blend Funds, Small Blend, AQR Funds, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr Small Cap [QSMNX] is traded in USA and was established 17th of March 2025. Aqr Small is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of AQR Funds family. This fund at this time has accumulated 105.91 M in assets with no minimum investment requirementsAqr Small Cap is currently producing year-to-date (YTD) return of 3.35% with the current yeild of 0.01%, while the total return for the last 3 years was 5.38%.
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
| PFSI | PennyMac Finl Svcs | Stock | Financials | |
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| ATGE | Adtalem Global Education | Stock | Consumer Discretionary | |
| RDN | Radian Group | Stock | Financials | |
| MEDP | Medpace Holdings | Stock | Health Care | |
| KFRC | Kforce Inc | Stock | Industrials | |
| AXL | American Axle Manufacturing | Stock | Consumer Discretionary | |
| AMED | Amedisys | Stock | Health Care |
Aqr Small Cap Risk Profiles
| Mean Deviation | 1.14 | |||
| Standard Deviation | 1.88 | |||
| Variance | 3.52 | |||
| 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.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |