AQR Small Cap Momentum L
AQR FundsTwo Greewich Plaza,3rd FloorGreenwich, CT 06830
Map
Phone: 866-290-2688
| Category: | Small Growth | | Fund Family: | AQR Funds | | Net Assets: | 165.23M | | Year-to-Date Return: | 7.30% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 8, 2009 |
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Clifford Asness
Lead Manager since Jul 8, 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). |
| Min Initial Investment: | 5,000,000 | | Min Initial Investment, IRA: | 5,000,000 | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 0 | | 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 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 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. |
| Last Dividend
(Dec 13, 2012)
:
| 0.18 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| N/A | | Average for Category: | 68.79% |
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| Expense | ASMOX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.65% | 1.43% | | Prospectus Net Expense Ratio: | 0.66% | N/A | | Prospectus Gross Expense Ratio: | 0.85% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.45% | | Max Deferred Sales Load:
| N/A | 2.35% | | 3 Yr Expense Projection*: | 252 | 611 | | 5 Yr Expense Projection*: | 453 | 984 | | 10 Yr Expense Projection*: | 1,031 | 2,017 |
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0.20(1.03%) May 17