AQR International Momentum L AQR Funds Two Greewich Plaza,3rd Floor Greenwich CT 06830 Map
Phone: 866-290-2688
| Category: | Foreign Large Blend | | Fund Family: | AQR | | Net Assets: | 21.39M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 09-Jul-09 |
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Clifford S. Asness
Lead Manager since
19-May-09 | | | Asness ihas served as a founding principal of AQR since co-founding the firm in 1998. Prior to that,he worked in Goldman Sachs Asset Management, where he was involved in portfolio management, portfolio systems and analytics, and fixed-income research. Previously, Asness worked as a consultant to Goldman Sachs, to the arbitrage division of a savings institution, and to the structured-finance department at an investment bank. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests primarily in equity or equity-related securities of non-U.S. companies that the Adviser determines to have positive Momentum. The Adviser considers a security to have positive Momentum primarily if it has a return over the prior twelve months that ranks in the top third of its relevant universe at the time of purchase. In assessing positive Momentum, the Adviser may also consider additional factors, such as the security?s return over the most recent month and other time periods. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 95.24% |
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| Expense | AIMOX | Category Avg | | Total Expense Ratio: | 0.65%
| 1.43% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.70% | | 3 Yr Expense Projection*: |
$ 257 | $699 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,068 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,131 |
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