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AQR Large Cap Momentum Style I (AMOMX)


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AQR Large Cap Momentum Style I

AQR FundsTwo Greewich Plaza,3rd FloorGreenwich, CT 06830
866-290-2688
Management Information
Clifford Asness,Lead Manager since July 8, 2009
Dr. Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Dr. Asness is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the Board of Directors of the Q-Group and the Board of the International Rescue Committee. Dr. Asness received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. Dr. Asness received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyAQR Funds
Net Assets944.85M
YTD Return9.37%
Yield1.44%
Morningstar Rating★★★
Inception DateJul 8, 2009

Fund Operations

Last Dividend0.32
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseAMOMXCategory Average
Annual Report Expense Ratio (net)0.40%1.13%
Prospectus Net Expense Ratio0.40%N/A
Prospectus Gross Expense Ratio0.42%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection133N/A
5 Yr Expense Projection233N/A
10 Yr Expense Projection528N/A