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Morningstar

AQR Large Cap Multi-Style R6 QCERX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 18.36  /  −0.05 %
  • Total Assets 1.1 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QCERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QCERX 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 QCERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

More than a one-trick pony.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

AQR Large Cap Multi Style is a well-diversified offering that channels value, momentum, and quality—tried-and-true factors that should bolster returns. It mimics the market’s risk profile, avoids sector- and stock-specific bets, and charges a low fee, all considerations that should help it beat the Russell 1000 Index over the long term.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings QCERX

More QCERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —
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