Aqr Small Cap Fund Quote
| ASMOX Fund | USD 25.12 0.07 0.28% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Aqr Small is trading at 25.12 as of the 29th of November 2024; that is 0.28 percent decrease since the beginning of the trading day. The fund's open price was 25.19. Aqr Small has less than a 18 % 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 Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of January 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund pursues a momentum investment style by investing primarily in equity or equity-related securities of small-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80 percent of its net assets in small-cap U.S. More on Aqr Small Cap
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Aqr Mutual Fund Highlights
| Fund Concentration | AQR Funds, Large Funds, Small Growth Funds, Small Growth, AQR Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of January 2023 |
| Fiscal Year End | September |
Aqr Small Cap [ASMOX] is traded in USA and was established 29th of November 2024. Aqr Small is listed under AQR Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of AQR Funds family. This fund presently has accumulated 179.38 M in assets under management (AUM) with minimum initial investment of 5 M. Aqr Small Cap is currently producing year-to-date (YTD) return of 28.75% with the current yeild of 0.01%, while the total return for the last 3 years was 5.14%.
Check Aqr Small 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 Small 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 Small Cap Mutual Fund Constituents
| TREX | Trex Company | Stock | Industrials | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| RH | RH | Stock | Consumer Discretionary | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| CLVS | Clovis Oncology | Stock | Health Care | |
| COUP | Coupa Software | Stock | Information Technology | |
| NSP | Insperity | Stock | Industrials | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care |
Aqr Small Cap Risk Profiles
| Mean Deviation | 1.05 | |||
| Semi Deviation | 1.06 | |||
| Standard Deviation | 1.43 | |||
| Variance | 2.04 |
Aqr Small Against Markets
Other Information on Investing in Aqr Mutual Fund
Aqr Small financial ratios help investors to determine whether Aqr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aqr with respect to the benefits of owning Aqr Small security.
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