AQR Large Cap Defensive Style Fund (AUEIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.55: the stock has moved about 45% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAQR Large Cap Defensive Style Fund (AUEIX) trades at $19.50. AQR Large Cap Defensive Style Fund (AUEIX) aims to provide downside protection and upside potential by investing in large-cap equity instruments. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for AUEIX: AUEIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
AQR Large Cap Defensive Style Fund (AUEIX) Financial Services Profile
AQR Large Cap Defensive Style Fund (AUEIX) offers a defensive investment approach within the asset management sector, targeting downside protection and upside potential through diversified large-cap equity investments. The fund utilizes active stock selection and risk management strategies to navigate market volatility and achieve its investment objectives.
What Is the Investment Thesis for AUEIX?
AUEIX presents a compelling option for investors seeking downside protection in large-cap equities. With a beta of 0.55, the fund demonstrates lower volatility compared to the broader market. The fund's defensive strategy and diversification efforts are designed to mitigate losses during market downturns, making it suitable for risk-averse investors. The fund's active management approach allows for potential outperformance during favorable market conditions. However, the absence of a dividend yield may deter income-seeking investors. The fund's performance is subject to the effectiveness of its stock selection and risk management strategies, as well as overall market conditions.
Based on FMP financials and quantitative analysis
AUEIX Key Highlights
Market Cap of $1.57B indicates a substantial asset base and potential for economies of scale in investment management.
- Beta of 0.55 suggests lower volatility compared to the broader market, aligning with its defensive investment style.
- The fund invests at least 80% of its net assets in equity instruments of large-cap issuers, focusing on established companies.
- Active stock selection and risk management strategies aim to provide downside protection and upside potential.
- Diversified portfolio across various sectors and industries to reduce concentration risk and enhance stability.
Who Are AUEIX's Competitors?
AUEIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CHTTX AMG River Road Mid Cap Value Fund | $19.40 | +0.41% | $1.80B | — |
| HSVRX Harbor Small Cap Value Fund | $53.47 | +1.50% | $2.56B | — |
| NOMIX Northern Mid Cap Index Fund | $23.32 | +1.00% | $2.27B | — |
| OILGX Optimum Large Cap Growth Fund | $27.41 | +1.07% | $2.07B | — |
| PIRMX PIMCO Inflation Response Multi-Asset Fund | $8.62 | -0.12% | $2.02B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AUEIX's Key Strengths?
Defensive investment style provides downside protection during market downturns.
- Experienced investment professionals with expertise in active stock selection and risk management.
- Diversified portfolio reduces concentration risk and enhances stability.
What Are AUEIX's Weaknesses?
Absence of dividend yield may deter income-seeking investors.
- Performance is subject to the effectiveness of stock selection and risk management strategies.
- May underperform during strong bull markets due to its defensive positioning.
What Are the Key Risks for AUEIX?
Underperformance during strong bull markets due to its defensive positioning.
- Increased competition from passive investment strategies and lower-cost ETFs.
- Market volatility and economic uncertainty can negatively impact fund performance.
What Are AUEIX's Competitive Advantages?
- Established track record of managing large-cap defensive portfolios.
- Experienced investment professionals with expertise in active stock selection and risk management.
- Disciplined and systematic approach to portfolio construction and management.
What Does AUEIX Do?
AQR Large Cap Defensive Style Fund (AUEIX) is designed to deliver downside protection while capturing upside potential in the large-cap equity market. The fund achieves this through a combination of active stock selection, rigorous risk management, and broad diversification across various sectors and industries. Under normal market conditions, AUEIX invests at least 80% of its net assets in equity instruments of large-cap issuers. While the primary focus is on large-cap companies, the fund retains the flexibility to invest in small- and mid-cap companies at the discretion of the Adviser, allowing for opportunistic exposure to a wider range of investment possibilities. The fund's investment strategy emphasizes a defensive approach, seeking to mitigate losses during market downturns while still participating in market gains. This is achieved through careful stock selection based on fundamental analysis and quantitative research, as well as proactive risk management techniques to control portfolio volatility and limit potential losses. The fund's diversified portfolio aims to reduce concentration risk and enhance overall stability. AUEIX is managed by experienced investment professionals who employ a disciplined and systematic approach to portfolio construction and management.
What Products and Services Does AUEIX Offer?
- Invests primarily in equity instruments of large-cap issuers.
- Employs a defensive investment style to provide downside protection.
- Utilizes active stock selection based on fundamental analysis and quantitative research.
- Implements risk management techniques to control portfolio volatility.
- Diversifies investments across various sectors and industries.
- Manages assets on behalf of individual and institutional investors.
How Does AUEIX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- May earn performance-based fees for exceeding benchmark returns.
- Aims to deliver competitive risk-adjusted returns to investors.
What Industry Does AUEIX Operate In?
AUEIX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. AUEIX's defensive investment style differentiates it from other asset managers who may pursue more aggressive growth strategies. The fund's focus on large-cap equities aligns with the trend towards passive investing and index tracking, while its active management approach offers the potential for outperformance. The asset management industry is expected to continue growing, driven by increasing wealth and demand for investment solutions.
Who Are AUEIX's Key Customers?
- Individual investors seeking downside protection in large-cap equities.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and wealth management firms.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
AUEIX Financials
Bull Case vs Bear Case
Bull Case
- Defensive investment style provides downside protection during market downturns.
- Experienced investment professionals with expertise in active stock selection and risk management.
- Diversified portfolio reduces concentration risk and enhances stability.
- Ongoing: Potential for outperformance during market corrections and periods of heightened volatility.
Bear Case
- Absence of dividend yield may deter income-seeking investors.
- Performance is subject to the effectiveness of stock selection and risk management strategies.
- May underperform during strong bull markets due to its defensive positioning.
- Potential: Underperformance during strong bull markets due to its defensive positioning.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AUEIX Latest News
No recent news available for AUEIX.
AUEIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AUEIX.
Price Targets
Wall Street price target analysis for AUEIX.
AUEIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AUEIX; grades run from A+ (80-100) to F (below 30).
Common Questions About AUEIX (Financials)
What are the main risks for AUEIX?
The main risks for AUEIX include market risk, which is the possibility that the value of the fund's investments will decline due to overall market conditions.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.