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AUEIX AQR Large Cap Defensive Style I Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), Merck & Co (NYSE:MRK), McDonald's Corp (NYSE:MCD), Cisco Systems (NASDAQ:CSCO).

Industry description

The investment seeks total return. The fund pursues a "defensive" investment style, seeking to provide downside protection with upside potential through active stock selection, risk management and diversification. It pursues its objective by investing, under normal market conditions, at least 80% of its net assets (including any borrowings for investment purposes) in Equity Instruments of large-cap issuers. The fund can invest in companies of any size and may invest in small- and mid-cap companies from time to time in the discretion of the Adviser.

Market Cap

The average market capitalization across the AQR Large Cap Defensive Style I MF is 302.86B. The market cap for tickers in the group ranges from 85.6B to 616.05B. WMT holds the highest valuation in this group at 616.05B. The lowest valued company is WM at 85.6B.

Volume

The average weekly volume growth across all stocks in the AQR Large Cap Defensive Style I MF was 11%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 54
Price Growth Rating: 33
SMR Rating: 39
Profit Risk Rating: 17
Seasonality Score: -45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
AQR FundsTwo Greewich Plaza,3rd FloorGreenwich
Phone
203-742-3600
Web
www.aqrfunds.com
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AUEIX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that AUEIX and FXAIX have been poorly correlated (+32% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that AUEIX and FXAIX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AUEIX
1D Price
Change %
AUEIX100%
-0.83%
FXAIX - AUEIX
32%
Poorly correlated
-0.30%
VFINX - AUEIX
31%
Poorly correlated
-0.30%
VFFSX - AUEIX
31%
Poorly correlated
-0.30%
VFIAX - AUEIX
30%
Poorly correlated
-0.30%
VSTSX - AUEIX
29%
Poorly correlated
-0.33%
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