AQR Small Cap Momentum L
AQR Funds Two Greewich Plaza,3rd Floor Greenwich CT 06830
Map
Phone: 866-290-2688
| Category: | Small Blend | | Fund Family: | AQR | | Net Assets: | 3.10M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 09-Jul-09 |
|
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 |
|
| |
| The investment seeks long-term capital appreciation. The Fund invests primarily in equity or equity-related securities of small cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive Momentum. It invests at least 80% of net assets (including any borrowings for investment purposes) in small cap U.S. companies. The Adviser considers small-cap U.S. companies to be those companies in the bottom 10% of total market capitalization of all publicly offered U.S. companies in terms of market capitalization, or that are smaller than the 1000th largest U.S. company, whichever is larger. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 92.45% |
|
| Expense | ASMOX | Category
Avg | | Total Expense Ratio: | 0.65%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 244 | $618 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $996 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,008 |
|
|
0.16% Nasdaq 0.00%
Profile
