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AQR Momentum L (AMOMX)

21.97 Down 0.03(0.14%) Jul 21

Profile as of Jun 29, 2014Get Profile for:
AQR Momentum L
AQR FundsTwo Greewich Plaza,3rd FloorGreenwich, CT 06830
Phone: 866-290-2688
Fund Overview 
Category:Large Growth
Fund Family:AQR Funds
Net Assets:1.05B
Year-to-Date Return:6.48%
Morningstar Rating:4 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
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).
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 43 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund will invest primarily in equity or equity-related securities of large and mid-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. It invests significantly in common stocks. The fund may also invest in or use financial futures contracts and other types of equity-linked derivative instruments such as equity swaps and equity index swaps, as well as exchange-traded funds and similar pooled investment vehicles to gain exposure to the equity market and to maintain liquidity to pay for redemptions.

Fund Operations 
Last Dividend (Dec 19, 2013) : 0.13
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 20, 2014) : N/A
Average for Category:50.19%
Fees & Expenses 
ExpenseAMOMXCategory Avg
Annual Report Expense Ratio (net):0.49%1.21%
Prospectus Net Expense Ratio:0.50%N/A
Prospectus Gross Expense Ratio:0.56%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:173546
5 Yr Expense Projection*:307866
10 Yr Expense Projection*:6961,745
* Per $10,000 invested