Aqr Small Cap Fund Cash Position Weight
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Aqr Small's long-term financial health and intrinsic value.
Aqr |
Aqr Small Cap Mutual Fund Cash Position Weight Analysis
Aqr Small's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Aqr Small Cash Position Weight | 0.48 % |
Most of Aqr Small's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aqr Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Aqr Small Cap has 0.48% in Cash Position Weight. This is 5.88% lower than that of the AQR Funds family and significantly higher than that of the Small Growth category. The cash position weight for all United States funds is notably lower than that of the firm.
Aqr Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aqr Small's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Aqr Small could also be used in its relative valuation, which is a method of valuing Aqr Small by comparing valuation metrics of similar companies.Aqr Small is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Aqr Small
The fund consists of 96.54% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Aqr Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aqr Fundamentals
| Price To Earning | 22.13 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 150.98 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 6.08 % | ||||
| One Year Return | 7.69 % | ||||
| Three Year Return | 16.05 % | ||||
| Five Year Return | 12.21 % | ||||
| Ten Year Return | 10.14 % | ||||
| Net Asset | 179.38 M | ||||
| Minimum Initial Investment | 5 M | ||||
| Cash Position Weight | 0.48 % | ||||
| Equity Positions Weight | 96.54 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Other Tools for Aqr Mutual Fund
When running Aqr Small's price analysis, check to measure Aqr Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aqr Small is operating at the current time. Most of Aqr Small's value examination focuses on studying past and present price action to predict the probability of Aqr Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aqr Small's price. Additionally, you may evaluate how the addition of Aqr Small to your portfolios can decrease your overall portfolio volatility.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |