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AQR Small Cap Momentum Style I (ASMOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.21+0.46 (+2.33%)
At close: 08:01PM EDT

AQR Small Cap Momentum Style I

Greenwich, CT 06830

Two Greewich Plaza,3rd Floor

AQR Funds

203-742-3600
Management information
Clifford S. Asness,Lead manager since 8 July 2009
Dr. Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Dr. Asness is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the Board of Directors of the Q-Group.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyAQR Funds
Net assets163.49M
YTD return10.41%
Yield0.70%
Morningstar rating★★★★
Inception date8 Jul 2009

Fund operations

Last dividend0.15
Last cap gain26.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseASMOXCategory average
Annual report expense ratio (net)0.62%1.21%
Prospectus net expense ratio0.62%N/A
Prospectus gross expense ratio0.71%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A