Morningstar

AQR Small Cap Multi-Style Fund Class I QSMLX

Morningstar Medalist Rating
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Medalist Rating as of See AQR Investment Hub
  • NAV / 1-Day Return $22.45  /  −0.09 %
  • Fund Size $399.1M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.26%
  • Turnover Ratio 66%
NAV and 1-Day Return as of

Morningstar’s Analysis QSMLX

Will QSMLX outperform in the 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 QSMLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AQR Small Cap Multi-Style I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QSMLX

More QSMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Limited Purpose Cash Investment

3.49 13M
—

Bloom Energy Corp Class A

2.52 10M
Industrials

Credo Technology Group Holding Ltd

1.97 8M
Technology

Sterling Infrastructure Inc

1.42 5M
Industrials

Qualys Inc

1.39 5M
Technology

Workiva Inc Class A

1.27 5M
Technology

TTM Technologies Inc

0.92 4M
Technology

Argan Inc

0.83 3M
Industrials

Fabrinet

0.82 3M
Technology

Vicor Corp

0.72 3M
Technology

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