Aqr Large Cap Fund Quote
| QUERX Fund | USD 20.92 0.26 1.26% |
PerformanceVery Weak
| Odds Of DistressLow
|
Aqr Large is trading at 20.92 as of the 18th of March 2025; that is 1.26% up since the beginning of the trading day. The fund's open price was 20.66. Aqr Large 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 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
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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 |
Aqr Large Cap [QUERX] 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 at this time has accumulated 2.12 B in assets with minimum initial investment of 50 M. Aqr Large Cap is currently producing year-to-date (YTD) return of 2.33% with the current yeild of 0.01%, while the total return for the last 3 years was 8.0%.
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
| MO | Altria Group | Stock | Consumer Staples | |
| MMM | 3M Company | Stock | Industrials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ACN | Accenture plc | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| HD | Home Depot | Stock | Consumer Discretionary |
Aqr Large Top Holders
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend | |
| RMEAX | Aspiriant Risk Managed Equity | Mutual Fund | World Large-Stock Blend |
Aqr Large Cap Risk Profiles
| Mean Deviation | 0.844 | |||
| Standard Deviation | 2.36 | |||
| Variance | 5.57 | |||
| 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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