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AQR Small Cap Momentum Style R6 (QSMRX)
At close: 8:01 PM EDT
Fund Summary
The fund pursues a momentum investment style by investing primarily in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures and real estate investment trusts or REIT-like entities) 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 (including any borrowings for investment purposes) in small-cap U.S. companies. The fund invests significantly in common stocks.
AQR Small Cap Momentum Style R6
Greenwich, CT 06830
Two Greewich Plaza,3rd Floor
Fund Overview
| Category | Small Growth |
| Fund Family | AQR Funds |
| Net Assets | 137.52M |
| YTD Return | 18.70% |
| Yield | 0.75% |
| Morningstar Rating | |
| Inception Date | Jul 10, 2014 |
Fund Operations
| Last Dividend | 0.18 |
| Last Cap Gain | 26.00 |
| Holdings Turnover | -- |
| Average for Category | -- |
Fees & Expenses
| Expense | QSMRX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.52% | 1.21% |
| Prospectus Net Expense Ratio | 0.52% | -- |
| Prospectus Gross Expense Ratio | 0.61% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.40% |
| Max Deferred Sales Load | -- | 1.27% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Clifford S. Asness, Lead Manager since July 09, 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. Morningstar Style Box
Morningstar Category
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