AQR Small Cap Momentum Style I (ASMOX)
* As of 31-Jul-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Russell 2000 09/18/2015||2.00||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.65%|
Performance & Risk
|5y Avg Return:||17.26%|
|Rank in Category (ytd):||76|
|% Rank in Category (ytd):||10.04%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
The fund pursues a momentum investment style by investing 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. Under normal market circumstances, it will invest at least 80% of its net assets in small-cap U.S. companies. The fund invests significantly in common stocks. It may also invest in or use financial futures contracts and other types of equity-linked derivative instruments. View More