AQR Tax-Managed Intl Momentum L
AQR FundsTwo Greewich Plaza,3rd FloorGreenwich, CT 06830
Map
Phone: 866-290-2688
| Category: | Foreign Large Growth | | Fund Family: | AQR Funds | | Net Assets: | 6.15M | | Year-to-Date Return: | 4.63% | | Yield: | 1.58% | | Morningstar Rating: | N/A | | Fund Inception Date: | Jan 26, 2012 |
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Andrea Frazzini
Lead Manager since Apr 30, 2012 | | | Andrea Frazzini, Ph.D. is a Vice President of AQR Capital Management. Prior to joining AQR, Dr. Frazzini was a Professor of Finance at University of Chicago Graduate School of Business and a Research Associate at the NBER. He also served as a consultant for DKR Capital Partners and JP Morgan Securities, and is on the Board of Directors of CRSP. He earned a BS in Economics from the University of Rome III, a MS in Economics from the London School of Economics and a Ph.D. in Economics from Yale University. |
| Min Initial Investment: | 5,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 5,000,000 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 0 |
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| The investment seeks long-term after-tax 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. It generally invests in developed markets outside the U.S. The fund invests significantly in common stocks. It may also invest in or use financial futures contracts, forward foreign currency 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)
:
| 0.19 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| N/A | | Average for Category: | 44.52% |
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| Expense | ATIMX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.70% | 1.42% | | Prospectus Net Expense Ratio: | 0.73% | N/A | | Prospectus Gross Expense Ratio: | 1.72% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.13% | | Max Deferred Sales Load:
| N/A | 2.41% | | 3 Yr Expense Projection*: | 445 | 783 | | 5 Yr Expense Projection*: | N/A | 1,254 | | 10 Yr Expense Projection*: | N/A | 2,444 |
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0.29(2.25%) May 23