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AQR Small Cap Multi-Style I (QSMLX)

19.32 0.00 (0.00%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 19.32
  • YTD Return 10.73%
  • Expense Ratio 0.61%
  • Category Small Blend
  • Last Cap Gain 36.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 115.89M
  • Beta (5Y Monthly) 1.07
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.17
  • Inception Date Jul 10, 2014

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 small-cap companies. It generally invests in small-cap U.S. companies, which the Adviser generally considers to be those companies with market capitalizations within the range of the Russell 2000? Index at the time of purchase.

AQR Funds

Fund Family

Small Blend

Fund Category

115.89M

Net Assets

2014-07-10

Inception Date

Performance Overview: QSMLX

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Trailing returns as of 10/15/2024. Category is Small Blend.

YTD Return

QSMLX
10.73%
Category
20.19%
?

1-Year Return

QSMLX
27.35%
Category
60.18%
?

3-Year Return

QSMLX
6.16%
Category
11.32%
?

5-Year Return

QSMLX
12.88%
Category
13.88%
?

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Holdings: QSMLX

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Top 9 Holdings (10.35% of Total Assets)

SymbolCompany% Assets
SMCI
SMCI 1.60%
MLI
MLI 1.33%
COOP
COOP 1.29%
NSIT
NSIT 1.26%
BCC
BCC 1.13%
UFPI
UFPI 1.07%
AMKR
AMKR 0.92%
COKE
COKE 0.89%
CMC
CMC 0.85%

Sector Weightings

Recent News: QSMLX

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Research Reports: QSMLX

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