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    AQR Large Cap Momentum Style I (AMOMX)

    17.55 Down 0.53(2.93%) Feb 5

    Profile as of Jan 30, 2016Get Profile for:
    AQR Large Cap Momentum Style I
    AQR FundsTwo Greewich Plaza,3rd FloorGreenwich, CT 06830
    Phone: 866-290-2688
    Fund Overview 
    Category:Large Growth
    Fund Family:AQR Funds
    Net Assets:974.20M
    Year-to-Date Return:-5.50%
    Morningstar Rating:3 stars
    Fund Inception Date:Jul 9, 2009
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Clifford Asness
    Lead Manager since Jul 9, 2009
    Clifford S. Asness, Ph.D., M.B.A., is the Managing and Founding Principal of the AQR Capital Management. Dr. Asness cofounded the AQR Capital Management in 1998 and serves as its chief investment officer. Prior to co-founding AQR Capital Management, Cliff was at Goldman, Sachs & Co. where he was a Managing Director and Director of Quantitative Research for the Asset Management Division. Cliff has received the best paper award from the Journal of Portfolio Management twice (2001, 2003). He earned a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, as well as an M.B.A. and a Ph.D. in finance from the University of Chicago.
    Investment Information 
    Min Initial Investment:5,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    AMOMX can be purchased from 39 brokerages.

    Fund Summary 
    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 large-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 large-cap U.S. companies.

    Fund Operations 
    Last Dividend (Dec 20, 2015) : 0.21
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 2, 2016) : N/A
    Average for Category:50.73%
    Fees & Expenses 
    ExpenseAMOMXCategory Avg
    Annual Report Expense Ratio (net):0.45%1.18%
    Prospectus Net Expense Ratio:0.40%N/A
    Prospectus Gross Expense Ratio:0.40%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:128503
    5 Yr Expense Projection*:224791
    10 Yr Expense Projection*:5051,612
    * Per $10,000 invested