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.
AQR Large Cap Multi-Style I QCELX
- NAV / 1-Day Return 20.52 / 0.00
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.410%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 1.15%
- Turnover 57%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 PM GMT+0
Morningstar’s Analysis QCELX
Will QCELX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.73 | 79.2 Mil | Technology |
NVIDIA Corp | 6.07 | 71.3 Mil | Technology |
Apple Inc | 6.06 | 71.3 Mil | Technology |
Limited Purpose Cash Investment | 4.39 | 51.7 Mil | — |
Meta Platforms Inc Class A | 2.66 | 31.2 Mil | Communication Services |
Amazon.com Inc | 2.26 | 26.6 Mil | Consumer Cyclical |
Alphabet Inc Class A | 1.93 | 22.7 Mil | Communication Services |
Alphabet Inc Class C | 1.84 | 21.7 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.51 | 17.7 Mil | Financial Services |
Broadcom Inc | 1.44 | 16.9 Mil | Technology |