QSMLX : AQR Small Cap Multi-Style Fund Class I

QSMLX is a US Stocks Market Small Blend with MODERATE fees.

QSMLX

AQR Small Cap Multi-Style Fund Class I

FI Score

54 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

54% FI Score
  • qsmlx
  • Mutual Fund
  • US Stocks
  • Small Blend

AQR Small Cap Multi-Style Fund Class I

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. 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) 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.

Largest Holdings

Amount Holding
5.11% E-mini Russell 2000 Index Future June 20
5.06% Ubs Money Ser
1.30% Vectrus Inc
1.25% John B Sanfilippo & Son Inc
1.23% Universal Forest Products Inc
1.23% Employers Holdings Inc
1.18% Sanmina Corp
1.16% Amedisys Inc
1.16% Medpace Holdings Inc
1.14% Atkore International Group Inc
1.10% Builders FirstSource Inc
0.99% Radian Group Inc
0.99% Kforce Inc
0.92% Walker & Dunlop Inc
0.92% Teladoc Health Inc
0.90% Insight Enterprises Inc
0.85% Great Lakes Dredge & Dock Corp
0.85% Cirrus Logic Inc
0.77% Amkor Technology Inc
0.77% Eagle Pharmaceuticals Inc
0.76% Commercial Metals Co
0.75% Repligen Corp
0.75% eHealth Inc
0.74% Boise Cascade Co
0.71% First Industrial Realty Trust Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo