Dow Up 0.11% Nasdaq Up 0.50%

AQR Momentum L (AMOMX)

22.59 Up 0.10(0.44%) Aug 29
Prev Close:22.49
YTD Return*:4.20%
Net Assets*:1.02B
Yield*:0.59%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

» More Headlines for AMOMX

Top Holdings

Symbol% AssetsYTD Return %
AAPL4.6321.07
FB2.5032.41
GOOGL2.242.26
GILD1.6221.84
BA1.35-10.73

Fund Basics

Morningstar Overall Rating:
Total Assets:1.02B
Category:Large Growth
Annual Report Expense Ratio (net):0.49%

Performance & Risk

YTD Return:4.20%
5y Avg Return:16.98%
Rank in Category (ytd):30
% Rank in Category (ytd):1.73%
Beta (3y):1.06
Morningstar Risk Rating:4

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. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback