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AQR Small Cap Momentum Style I

ASMOX
20.30
-0.05
-0.25%
7/25/2016
5 Years
  • Previous Close

    20.35

  • Net Assets

    312.94M

  • Yield

    0.79%

  • Front load

    None

  • Expenses

    0.62%

  • Category

    Small Growth

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

AQR Funds

Fund Style

Open

Fund Manager

Ronen Israel

Investment Style

Small Growth

The investment seeks long-term capital appreciation. The fund pursues a momentum investment style by investing primarily in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures, and depositary receipts) of small-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in small-cap U.S. companies. The fund invests significantly in common stocks.

Purchase Information

Initial Purchase 5,000,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP NA

Inception

7/9/2009

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