Skip to Content
Morningstar

AQR International Momentum Style R6 QIORX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 17.20  /  −0.52 %
  • Total Assets 219.2 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50.0 Mil
  • Status Open
  • TTM Yield 6.04%
  • Turnover 72%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:50 PM GMT+0

Morningstar’s Analysis QIORX

Will QIORX 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 QIORX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QIORX 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 QIORX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin AQR International Momentum Style R6's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QIORX

More QIORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

4.38 9.8 Mil
Healthcare

Shell PLC

3.80 8.5 Mil
Energy

Limited Purpose Cash Investment

3.47 7.8 Mil
—

Toyota Motor Corp

2.77 6.2 Mil
Consumer Cyclical

Hermes International SA

1.94 4.3 Mil
Consumer Cyclical

Sumitomo Mitsui Financial Group Inc

1.85 4.2 Mil
Financial Services

ASML Holding NV

1.80 4.0 Mil
Technology

Ferrari NV

1.69 3.8 Mil
Consumer Cyclical

SAP SE

1.52 3.4 Mil
Technology

Munchener Ruckversicherungs-Gesellschaft AG

1.50 3.4 Mil
Financial Services