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AQR Large Cap Defensive Style R6 QUERX

Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 23.84  /  +0.13 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 50.0 Mil
  • Status Open
  • TTM Yield 1.90%
  • Turnover 31%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:30 PM GMT+0

Morningstar’s Analysis QUERX

Will QUERX outperform in future?

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

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.

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Portfolio Holdings QUERX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.3
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