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AQR Small Cap Multi-Style N QSMNX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See AQR Investment Hub

Morningstar’s Analysis QSMNX

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

  • People Pillar

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

An incline in its Process Pillar rating is the primary driver of AQR Small Cap Multi-Style N's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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