AQR Small Cap Momentum Style I
ASMOX
▼
24.41
-0.18
-0.73%
5 Years
-
Previous Close
24.59
-
Net Assets
367.56M
-
Yield
0.24%
-
Front load
None
-
Expenses
0.60%
-
Category
Small Growth
-
Morningstar Risk
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