AQR Large Cap Defensive Style Fund
Shareclass
AQR Large Cap Defensive Style N (AUENX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AQR Large Cap Defensive Style Fund
FUND COVERAGE
# of holdings162
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.38%$28.11M
- 2. Boston Scientific Corp0.46%$9.42M
- 3. Mondelez International Inc Class A0.74%$15.13M
- 4. Mastercard Inc Class A1.38%$28.2M
- 5. Philip Morris International Inc1.33%$27.16M
- 6. General Mills Inc0.23%$4.65M
- 7. JPMorgan Chase & Co0.11%$2.22M
- 8. Wells Fargo & Co0.05%$1.02M
- 9. Accenture PLC Class A0.41%$8.29M
- 10. Uber Technologies Inc0.09%$1.73M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Dillard's Inc Class A0.22%$4.41M
- 2. U-Haul Holding Co<0.01%$121,274
- 3. Roblox Corp Ordinary Shares - Class A0.83%$17.01M
- 4. Palantir Technologies Inc Ordinary Shares - Class A0.59%$12.08M
- 5. Markel Group Inc0.19%$3.82M
- 6. Corcept Therapeutics Inc0.35%$7.16M
- 7. Old Dominion Freight Line Inc Ordinary Shares0.14%$2.96M
- 8. White Mountains Insurance Group Ltd0.14%$2.84M
- 9. Chemed Corp0.1%$2.08M
- 10. Rollins Inc0.12%$2.38M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund AQR Large Cap Defensive Style Fund
Totals
Holdings
Assets
Weight
Prisons
12
$196.84M
9.65%
Prisons high risk
1
$2.31M
0.11%
Private prisons
0
$0
0%
Borders
17
$240.73M
12%
Borders high risk
8
$90.51M
4.43%
Total
24
$346.17M
17%
Holdings — 24 flagged holdings
1.
Northrop Grumman Corp
:$30.64M
1.5%
2.
Microsoft Corp
:$30.15M
1.48%
3.
Walmart Inc
$29.33M
1.44%
4.
Alphabet Inc Class A
:$29.28M
1.43%
5.
Costco Wholesale Corp
$27.99M
1.37%
6.
AT&T Inc
:$27.98M
1.37%
7.
Amazon.com Inc
:$27.79M
1.36%
8.
The Kroger Co
$27.44M
1.34%
9.
Lockheed Martin Corp
:$27.4M
1.34%
10.
CACI International Inc Class A
:$18.6M
0.91%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AQR Large Cap Defensive Style Fund AUENX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer