The most notable companies in this group are VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Walmart (NYSE:WMT), Coca-Cola Company (NYSE:KO), CME Group (NASDAQ:CME), Humana (NYSE:HUM).
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.
The average market capitalization across the AQR Large Cap Defensive Style N MF is 471.77B. The market cap for tickers in the group ranges from 17.5B to 526.58B. V holds the highest valuation in this group at 526.58B. The lowest valued company is EXPD at 17.5B.
The average weekly volume growth across all stocks in the AQR Large Cap Defensive Style N MF was -31%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -46%
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: 51
Price Growth Rating: 37
SMR Rating: 42
Profit Risk Rating: 26
Seasonality Score: -2 (-100 ... +100)