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AQR Large Cap Multi-Style R6 QCERX

Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 19.33  /  +0.16 %
  • Total Assets 1.2 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 1.28%
  • Turnover 57%

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

Morningstar’s Analysis QCERX

Will QCERX outperform in future?

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

Banks on a trio of tried-and-true factors.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

AQR Large Cap Multi-Style weaves a well-diversified portfolio that channels the value, momentum, and quality effects while mimicking the broad market’s risk profile. Pronounced exposure to these tried-and-true factors and a modest fee should help the fund beat the Russell 1000 Index over the long term. All share classes earn a Morningstar Analyst Rating of Silver.

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Portfolio Holdings QCERX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.13 75.4 Mil
Technology

Limited Purpose Cash Investment

6.55 69.3 Mil

Apple Inc

6.46 68.4 Mil
Technology

NVIDIA Corp

2.74 29.0 Mil
Technology

Meta Platforms Inc Class A

2.55 27.0 Mil
Communication Services

Amazon.com Inc

2.04 21.6 Mil
Consumer Cyclical

Alphabet Inc Class C

1.57 16.7 Mil
Communication Services

Alphabet Inc Class A

1.57 16.6 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.47 15.6 Mil
Financial Services

Broadcom Inc

1.41 14.9 Mil
Technology