Aqr Large Cap Fund Quote
| QCERX Fund | USD 18.58 0.25 1.33% |
Performance14 of 100
| Odds Of DistressLess than 19
|
Aqr Large is trading at 18.58 as of the 16th of April 2024; that is -1.33 percent decrease since the beginning of the trading day. The fund's open price was 18.83. Aqr Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Aqr Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund pursues its investment objective by investing, under normal market conditions, at least 80 percent of its net assets in equity or equity-related securities of large-cap companies. It generally invests in large-cap U.S. companies, which the Adviser generally considers to be those companies with market capitalizations within the range of the Russell 1000 Index at the time of purchase.. More on Aqr Large Cap
Moving together with Aqr Mutual Fund
| 0.98 | AMONX | Aqr Large Cap | PairCorr |
| 0.98 | AMOMX | Aqr Large Cap | PairCorr |
| 0.75 | ANDRX | Aqr International | PairCorr |
| 0.73 | ANDNX | Aqr International | PairCorr |
| 0.75 | ANDIX | Aqr International | PairCorr |
| 0.93 | QLENX | Aqr Long Short | PairCorr |
| 0.93 | QLEIX | Aqr Long Short | PairCorr |
Aqr Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Aqr Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Aqr Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | AQR Funds, Large Blend Funds, Large Blend, AQR Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Aqr Large Cap [QCERX] is traded in USA and was established 16th of April 2024. Aqr Large is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AQR Funds family. This fund at this time has accumulated 1.95 B in assets with minimum initial investment of 50 M. Aqr Large Cap is currently producing year-to-date (YTD) return of 10.31% with the current yeild of 0.01%, while the total return for the last 3 years was 9.74%.
Check Aqr Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aqr Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aqr Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aqr Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aqr Large Cap Mutual Fund Constituents
| MU | Micron Technology | Stock | Information Technology |
| BA | The Boeing | Stock | Industrials |
| LYB | LyondellBasell Industries NV | Stock | Materials |
| ALL | The Allstate | Stock | Financials |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
| PG | Procter Gamble | Stock | Consumer Staples |
Aqr Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Aqr Large jumping above the current price in 90 days from now is about 33.41%. The Aqr Large Cap probability density function shows the probability of Aqr Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.048 indicating Aqr Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Aqr Large is expected to follow. Additionally, aqr Large Cap has an alpha of 0.0626, implying that it can generate a 0.0626 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Aqr Large to move above the current price in 90 days from now is about 33.41 (This Aqr Large Cap probability density function shows the probability of Aqr Mutual Fund to fall within a particular range of prices over 90 days) .
Aqr Large Top Holders
| SPGTX | Symmetry Panoramic Tax | Mutual Fund | World Large-Stock Blend |
Aqr Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Aqr Large market risk premium is the additional return an investor will receive from holding Aqr Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Aqr Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Aqr Large's alpha and beta are two of the key measurements used to evaluate Aqr Large's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6029 | |||
| Semi Deviation | 0.6067 | |||
| Standard Deviation | 0.7701 | |||
| Variance | 0.593 |
Aqr Large Against Markets
Picking the right benchmark for Aqr Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Aqr Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Aqr Large is critical whether you are bullish or bearish towards Aqr Large Cap at a given time. Please also check how Aqr Large's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Aqr Large without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Pair Correlation Now
Pair CorrelationCompare performance and examine fundamental relationship between any two equity instruments |
| All Next | Launch Module |
How to buy Aqr Mutual Fund?
Before investing in Aqr Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Aqr Large. To buy Aqr Large fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Aqr Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Aqr Large fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Aqr Large Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Aqr Large Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Aqr Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Aqr Large Cap?
The danger of trading Aqr Large Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Aqr Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Aqr Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Aqr Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Aqr Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.