Morningstar

AQR Large Cap Defensive Style Fund Class R6 QUERX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See AQR Investment Hub

Morningstar’s Analysis QUERX

Will QUERX 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 QUERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Meaningful changes coming in May 2026.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

AQR Large Cap Defensive Style will undergo a major strategy overhaul on or after May 12, 2026. At that time, it will transition to a long-short portfolio and tether its overall risk to the Russell 1000 Index. A Process Pillar downgrade to Average from Above Average is warranted until more is known about the updated strategy.

by Zachary Evens
Rated on Published on

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