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AQR Large Cap Defensive Style I AUEIX Fund Analysis

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

Morningstar’s Analysis AUEIX

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

  • People Pillar

    The People Pillar is our evaluation of the AUEIX 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 AUEIX’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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