AQR Large Cap Defensive Equity is a compelling low-risk strategy. It combines statistical measures of risk with fundamental measures to focus on the most stable stocks in the U.S. market, setting it up for better risk-adjusted performance than the Russell 1000 Index over the long term. It earns a Morningstar Analyst Rating of Silver.
Will AUEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AUEIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AUEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AUEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.