• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.27% Nasdaq Down0.19%

    AQR Large Cap Momentum Style I (AMOMX)

    21.89 Down 0.05(0.23%) Aug 3

    Profile as of Jun 29, 2015Get 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:1.09B
    Year-to-Date Return:2.90%
    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 
    Jacques S. Friedman
    Lead Manager since Jul 9, 2009
    Jacques, joined AQR Capital Management in 1998, is a principal of the firm and is Head of the Global Stock Selection group. Prior to joining AQR Capital Management, Jacques worked at Goldman, Sachs & Co. as an Associate in the Asset Management Division's Quantitative Equity Group. There, he was a member of the portfolio management team, developing and researching quantitative stock selection strategies. Prior to joining Goldman, Jacques was in the Ph.D. program in Applied Mathematics at the University of Washington, where his research interests ranged from mathematical physics to quantitative methods for sports handicapping. He received an MS in Applied Mathematics from the University of Washington and a BS in Applied Mathematics from Brown University.
    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 46 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. The fund invests significantly in common stocks.

    Fund Operations 
    Last Dividend (Dec 18, 2014) : 0.08
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : N/A
    Average for Category:45.91%
    Fees & Expenses 
    ExpenseAMOMXCategory Avg
    Annual Report Expense Ratio (net):0.49%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/A5.44%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:128513
    5 Yr Expense Projection*:224813
    10 Yr Expense Projection*:5051,652
    * Per $10,000 invested