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Morningstar

AQR Large Cap Defensive Style I AUEIX

Morningstar Analyst Rating
Analyst rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 25.47  /  0.82 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.25%
  • Turnover 28%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:09 PM GMT+00:00

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

Summary

| by Daniel Sotiroff

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 Analyst Rating of Silver.

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