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AQR Funds - AQR TM Small Cap Momentum Style Fund (QTSRX)

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28.230.00 (0.00%)
As of 08:00PM EDT. Market open.

AQR Funds - AQR TM Small Cap Momentum Style Fund

AQR Funds

Two Greewich Plaza,3rd Floor

Greenwich, CT 06830

866-290-2688
Management information
Andrea S. Frazzini,Lead manager since 30 April 2012
Andrea is a Principal on AQR’s Global Stock Selection team, focusing on research and portfolio management of the Firm’s Long/Short and Long-Only equity strategies. He is also an Adjunct Professor of Finance at New York University’s Stern School of Business. He has published in top academic journals and won several awards for his research, including the Smith Breeden Award, the Fama-DFA award, the BGI best paper award, several Bernstein Fabozzi/Jacobs Levy Awards, and the PanAgora Crowell Memorial Prize. Prior to AQR in 2008, Andrea was an associate professor of finance at the University of Chicago’s Graduate School of Business and a Research Associate at the National Bureau of Economic Research. He also served as a consultant for DKR Capital Partners and J.P. Morgan Securities and on the board of directors of the Center for Research in Security Prices at the University of Chicago. He earned a B.S. in economics from the University of Roma Tre, an M.S. in economics from the London School of Economics and a Ph.D. in economics from Yale University.
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 assets63.6M
YTD return17.04%
Yield0.51%
Morningstar rating★★
Inception date9 Jul 2014

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover60.00%
Average for categoryN/A

Fees and expenses

ExpenseQTSRXCategory average
Annual report expense ratio (net)0.50%1.21%
Prospectus net expense ratio0.50%N/A
Prospectus gross expense ratio0.81%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection228N/A
5-yr expense projection419N/A
10-yr expense projection973N/A