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Morningstar

AQR Large Cap Defensive Style N AUENX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 22.92  /  +0.09 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.48%
  • Turnover 31%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis AUENX

Will AUENX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AUENX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AUENX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AUENX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy should provide a better risk/reward profile than the market.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

AQR Large Cap Defensive Equity is a compelling low-risk strategy. It combines statistical and fundamental measures of risk to focus on the most stable stocks in the U.S. market, setting it up for better risk-adjusted performance than the Russell 1000 Index. It earns a Morningstar Medalist Rating of Silver.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings AUENX

More AUENX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Limited Purpose Cash Investment

2.90 80.8 Mil
—

Vertex Pharmaceuticals Inc

1.64 45.7 Mil
Healthcare

Cisco Systems Inc

1.49 41.5 Mil
Technology

Walmart Inc

1.47 41.0 Mil
Consumer Defensive

Waste Management Inc

1.47 41.0 Mil
Industrials

McDonald's Corp

1.47 40.9 Mil
Consumer Cyclical

T-Mobile US Inc

1.46 40.7 Mil
Communication Services

Merck & Co Inc

1.46 40.7 Mil
Healthcare

Costco Wholesale Corp

1.46 40.6 Mil
Consumer Defensive

Visa Inc Class A

1.45 40.5 Mil
Financial Services