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AQR Large Cap Multi-Style R6 (QCERX)

18.69 +0.18 (+0.97%)
At close: 8:01 PM EDT

Fund Summary

The fund pursues its investment objective by investing, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures, equity index swaps and real estate investment trusts or REIT like entities) 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.

AQR Large Cap Multi-Style R6

Greenwich, CT 06830
Two Greewich Plaza,3rd Floor
203-742-3600

Fund Overview

Category Large Blend
Fund Family AQR Funds
Net Assets 1.18B
YTD Return 13.24%
Yield 1.28%
Morningstar Rating
Inception Date Mar 26, 2013

Fund Operations

Last Dividend 0.27
Last Cap Gain 46.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense QCERX Category Average
Annual Report Expense Ratio (net) 0.66% 0.84%
Prospectus Net Expense Ratio 0.66% --
Prospectus Gross Expense Ratio 0.67% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Clifford S. Asness, Lead Manager since March 26, 2013
Dr. Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Dr. Asness is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the Board of Directors of the Q-Group.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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