QUERX Mutual Fund

QUERX Mutual Fund (AQR Large Cap Defensive Style Fund Class R6) is managed by AQR Funds with $207.1M in net assets. QUERX expense ratio is 0.53%, holding 145 positions across sectors including Information Technology, Consumer Staples, Industrials. Inception date: 2014-09-02.

QUERX performance shows a YTD return of 8.55%. The 1-year return is 9.74% and the 5-year return is 6.07%. QUERX dividend yield stands at 21.12%, paid annually.

QUERX top holdings include United Therapeutics Corp (1.8%), Limited Purpose Cash Investment Fund (1.8%), Exxon Mobil Corp. (1.7%), Kroger Co. (1.6%), AT&T Inc. (1.6%). Go to all QUERX holdings, QUERX sectors, or QUERX dividends.

QUERX can be compared against other funds. Use QUERX overlap to find shared positions, or QUERX vs another fund for a side-by-side view. QUERX alternatives are available via the screener, along with tax-loss harvesting opportunities.