AQR Large Cap Defensive Equity is a compelling low-risk strategy. It combines statistical measures of risk with fundamental measures 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 over the long term. It earns a Morningstar Analyst Rating of Silver.
AQR Large Cap Defensive Style I AUEIX
NAV / 1-Day Return
28.82
/
1.16
%
Total Assets
5.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.400%
Expense Ratio
0.400%
Fee Level
Low
Longest Manager Tenure
8.85
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
5,000,000
Status
Open
TTM Yield
1.19%
Turnover
35%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
