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AQR Small Cap Multi-Style N (QSMNX)

20.32 +0.30 (+1.50%)
At close: 8:00 PM EST
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DELL
  • Previous Close 20.02
  • YTD Return 7.85%
  • Expense Ratio 0.86%
  • Category Small Blend
  • Last Cap Gain 36.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 113.28M
  • Beta (5Y Monthly) 1.09
  • Yield 0.68%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.13
  • Inception Date Mar 26, 2013

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

113.28M

Net Assets

2013-03-26

Inception Date

Performance Overview: QSMNX

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Trailing returns as of 11/20/2024. Category is Small Blend.

YTD Return

QSMNX
7.85%
Category
20.19%
?

1-Year Return

QSMNX
31.97%
Category
60.18%
?

3-Year Return

QSMNX
3.37%
Category
11.32%
?

5-Year Return

QSMNX
11.25%
Category
13.88%
?

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Holdings: QSMNX

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Top 9 Holdings (11.03% of Total Assets)

SymbolCompany% Assets
MLI
Mueller Industries, Inc. 1.51%
ALKS
Alkermes plc 1.36%
COOP
Mr. Cooper Group Inc. 1.34%
MCY
Mercury General Corporation 1.30%
JXN
Jackson Financial Inc. 1.30%
NSIT
Insight Enterprises, Inc. 1.26%
UFPI
UFP Industries, Inc. 1.15%
GPI
Group 1 Automotive, Inc. 0.92%
CPRX
Catalyst Pharmaceuticals, Inc. 0.90%

Sector Weightings

Recent News: QSMNX

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Research Reports: QSMNX

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