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

Updated: September 11, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

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

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

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

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

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

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

Fact Sheet

1. Describe AQR Funds: AQR Emerging Momentum Style Fund; Class I Shares (QEMLX).

The Fund seeks to provide long-term capital appreciation. The Fund will invest primarily in equity or equity-related instruments of large and mid-cap emerging market companies that the Adviser determines to have positive momentum. Funds using momentum strategies typically have high portfolio turnover.

2. What are QEMLX top holdings?

QEMLX has 313 stock holdings and 0 bond holdings.

The top 10 holdings represent 30.80% of total assets. Here are the top holdings:

Name Symbol % Assets
Tencent Holdings Ltd TCTZF 7.36%
Samsung Electronics Co Ltd SSNLF.KS 7.15%
Ping An Insurance (Group) Co. of China Ltd H PIAIF 4.56%
iShares MSCI Emerging Markets ETF N/A 2.26%
Naspers Ltd Class N NAPRF.JO 2.08%
China Merchants Bank Co Ltd Class H CIHHF 2.04%
Itau Unibanco Holding SA ADR ITUB.SA 1.59%
SK Hynix Inc 000660.KS 1.35%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.27%
Geely Automobile Holdings Ltd GELYF 1.14%

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

QEMLX has generated the following returns:

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

In the last 10 years, QEMLX had 4 up years and 1 down year.

5. What is QEMLX dividend yield?

QEMLX yield is 1.84%.

6. What is QEMLX minimum initial investment amount?

QEMLX minimum initial investment amount is $5.00M.

7. What is QEMLX expense ratio?

QEMLX expense ratio is 0.68%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

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

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

11. What is QEMLX Sharpe ratio?

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 2 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

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

The following are QEMLX 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 QEMLX? What are QEMLX negatives?

The following are QEMLX weaknesses from our perspective:

  • QEMLX net assets are $10.50 million. This fund is not a popular choice with retail investors.
  • QEMLX expense ratio is 0.68%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the QEMLX review, we covered QEMLX 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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