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AQGIX
Mutual Fund ticker: NASDAQ
AS OF
Jul 25 closing price
Price
$12.45
Change
+$0.03 (+0.24%)
Net Assets
484.07M

AQGIX AQR Global Equity I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Cisco Systems (NASDAQ:CSCO), Altria Group (NYSE:MO), CVS HEALTH Corp (NYSE:CVS).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to outperform, after expenses, the MSCI World Index while seeking to control its tracking error relative to this benchmark. Generally, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity and equity-related instruments (including, but not limited to, exchange-traded funds, equity index futures, equity index swaps, swaps on equity index futures, depositary receipts and real estate investment trusts or REIT-like entities). The fund will invest in companies with a broad range of market capitalizations.

Market Cap

The average market capitalization across the AQR Global Equity I MF is 1.78T. The market cap for tickers in the group ranges from 100.37B to 4.23T. NVDA holds the highest valuation in this group at 4.23T. The lowest valued company is CVS at 100.37B.

Volume

The average weekly volume growth across all stocks in the AQR Global Equity I MF was -10%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 45
P/E Growth Rating: 51
Price Growth Rating: 30
SMR Rating: 30
Profit Risk Rating: 29
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
AQR FundsTwo Greewich Plaza,3rd FloorGreenwich
Phone
203-742-3600
Web
www.aqrfunds.com
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AQGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AQGIX has been closely correlated with RWIFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if AQGIX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AQGIX
1D Price
Change %
AQGIX100%
+0.24%
RWIFX - AQGIX
88%
Closely correlated
+0.04%
CWICX - AQGIX
83%
Closely correlated
+0.04%
RWIBX - AQGIX
83%
Closely correlated
+0.06%
RWICX - AQGIX
83%
Closely correlated
+0.04%
CWIAX - AQGIX
83%
Closely correlated
+0.04%
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