Finny logo
Dibs:
Dibs:
0

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

Updated: July 12, 2021
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

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

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

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

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

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

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

Fact Sheet

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

2. What are QTLLX top holdings?

QTLLX has 267 stock holdings and 0 bond holdings.

The top 10 holdings represent 33.66% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 6.31%
Microsoft Corp MSFT 5.88%
Ubs Money Ser N/A 4.69%
E-mini S&P 500 Future Dec 20 ESZ0 4.19%
Amazon.com Inc AMZN 3.13%
Facebook Inc A FB 2.68%
Procter & Gamble Co PG 2.09%
Alphabet Inc A GOOGL 2.05%
Alphabet Inc Class C GOOG 1.33%
Berkshire Hathaway Inc Class B BRK.B 1.31%

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

QTLLX has generated the following returns:

  • 1-month return is -1.15%;
  • 3-month return is 5.82%;
  • 1-year return is 5.82%;
  • 3-year return is 10.00%;
  • 5-year return is 9.98%.

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

In the last 10 years, QTLLX had 10 up years and 0 down years.

QTLLX up and down years

5. What is QTLLX dividend yield?

QTLLX yield is %.

6. What is QTLLX minimum initial investment amount?

QTLLX minimum initial investment amount is $5.00M.

7. What is QTLLX expense ratio?

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

QTLLX expenses

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

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

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

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

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

QTLLX Beta

11. What is QTLLX Sharpe ratio?

  • 3-year Sharpe ratio is 0.51;
  • 5-year Sharpe ratio is 0.86.
QTLLX 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 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

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

The following are QTLLX 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 QTLLX? What are QTLLX negatives?

The following are QTLLX weaknesses from our perspective:

  • QTLLX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the QTLLX review, we covered QTLLX 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.
Follow Us