AQR Large Cap Defensive Style Fund Class N (AUENX) Research

The fund's main goal is to generate total investment returns. It employs a "defensive" investment approach, striving to mitigate downside risk while simultaneously seeking upside potential. This strategy is implemented through active stock picking, robust risk management techniques, and comprehensive diversification. Under typical market conditions, the fund commits at least 80% of its net assets (which may include borrowed funds for investment) to equity instruments issued by large-capitalization companies. While its primary focus is on large-cap firms, the fund possesses the flexibility to invest in companies of any size and may, at the adviser's discretion, periodically allocate capital to small- and mid-cap companies.

Market snapshot

Symbol
AUENX
Price
$18.65
Day change
+0.43%
Market cap
$1.2B
52-week range
17.62-22.1
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX)
  • Harbor Small Cap Growth Fund Investor Class (HISGX)
  • Lord Abbett Developing Growth Fund Class R6 (LADVX)
  • Shelton Nasdaq-100 Index Investor (NASDX)
  • Virtus KAR Small-Cap Core Fund (PKSAX)
  • Virtus KAR Small-Cap Core Fund Class I (PKSFX)
  • AQR Large Cap Defensive Style Fund Class R6 (QUERX)
  • Rydex NASDAQ-100 Fund Class A (RYATX)

Open AQR Large Cap Defensive Style Fund Class N (AUENX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.