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15 important things you should know about AQR Funds QCELX mutual fund

Updated: September 11, 2020
25
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark

Before we start: if you’re looking for QCELX “stock” price, you can quickly find it out by visiting Finny and typing "QCELX quote". If you’re looking for a quick scoop on QCELX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "QCELX". You’ll get all this info in one place.

Are you looking to buy or sell QCELX? Or perhaps you’re looking for QCELX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this QCELX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: QCELX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: QCELX buy or sell; the pros and cons of investing in QCELX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to QCELX.

And here is the list of questions we’ll answer:

  1. Describe AQR Funds: AQR Large Cap Multi-Style Fund; Class I Shares (QCELX).
  2. What are QCELX holdings?
  3. What is QCELX performance? What are QCELX historical returns?
  4. How many up and down years did QCELX have historically?
  5. What is QCELX dividend yield?
  6. What is QCELX minimum initial investment amount?
  7. What is QCELX expense ratio?
  8. Does QCELX have any sales loads or 12b-1 distribution expenses?
  9. What is QCELX tax efficiency (tax-cost ratio)?
  10. What is QCELX beta? How would you assess QCELX risk?
  11. What is QCELX Sharpe ratio?
  12. What is QCELX Finny Score? QCELX buy or sell?
  13. What are the pros of investing in QCELX? What are QCELX buy reasons?
  14. What are the cons of investing in QCELX? What are QCELX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AQR Funds: AQR Large Cap Multi-Style Fund; Class I Shares (QCELX).

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity or equity-related securities. The Adviser seeks to invest in attractively valued companies with positive momentum and a stable business. The Fund generally invests in large- and mid-cap U.S. companies.

2. What are QCELX top holdings?

QCELX has 202 stock holdings and 0 bond holdings.

The top 10 holdings represent 27.05% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 6.44%
Apple Inc AAPL 4.35%
Alphabet Inc A GOOGL 2.76%
Facebook Inc A FB 2.66%
Intel Corp INTC 2.09%
Procter & Gamble Co PG 1.99%
Amazon.com Inc AMZN 1.92%
Johnson & Johnson JNJ 1.69%
Biogen Inc BIIB 1.59%
Alphabet Inc Class C GOOG 1.56%

3. What is QCELX performance? What are QCELX historical returns?

QCELX has generated the following returns:

  • 1-month return is 2.97%;
  • 3-month return is 9.06%;
  • 1-year return is 12.75%;
  • 3-year return is 7.40%;
  • 5-year return is 9.61%.

4. How many up and down years did QCELX have historically?

In the last 10 years, QCELX had 8 up years and 2 down years.

5. What is QCELX dividend yield?

QCELX yield is 1.22%.

6. What is QCELX minimum initial investment amount?

QCELX minimum initial investment amount is $5.00M.

7. What is QCELX expense ratio?

QCELX expense ratio is 0.44%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does QCELX have any sales loads or 12b-1 distribution expenses?

QCELX 12b-1 distribution fee is 0. QCELX front-end sales load is 0. QCELX back-end sales load is 0.

9. What is QCELX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.41%;
  • 3-year ax cost ratio is 1.33%.

10. What is QCELX beta? How would you assess QCELX risk?

  • 3-year beta is 1.06;
  • 5-year beta is 1.04.

11. What is QCELX Sharpe ratio?

  • 3-year Sharpe ratio is 0.29;
  • 5-year Sharpe ratio is 0.40.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 25. Our quantitative analysis shows 1 reason to buy and 3 reasons to sell it, resulting in the Finny Score of 25.

13. What are the pros of investing in QCELX? What are QCELX buy reasons?

The following are QCELX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in QCELX? What are QCELX negatives?

The following are QCELX weaknesses from our perspective:

  • QCELX net assets are $321.90 million. This fund is not a popular choice with retail investors.
  • QCELX 3-year return is 7.4%, which is lower than the 3-year return of the benchmark index (Russell 1000 TR USD), 13.61%.
  • QCELX 5-year return is 9.61%, which is lower than the 5-year return of the benchmark index (Russell 1000 TR USD), 14.34%.
In the QCELX review, we covered QCELX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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