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.
- NAV / 1-Day Return 25.47 / 0.82 %
- Total Assets 4.1 Bil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis AUEIX
Will AUEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.