Nasdaq - Delayed Quote USD

AQR Small Cap Momentum Style I (ASMOX)

23.34 -0.01 (-0.04%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 23.35
  • YTD Return 18.60%
  • Expense Ratio 0.62%
  • Category Small Growth
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 137.52M
  • Beta (5Y Monthly) 1.11
  • Yield 0.65%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.15
  • Inception Date Jul 10, 2014

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 Funds

Fund Family

Small Growth

Fund Category

137.52M

Net Assets

2014-07-10

Inception Date

Performance Overview: ASMOX

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Trailing returns as of 10/15/2024. Category is Small Growth.

YTD Return

ASMOX
18.60%
Category
12.40%
?

1-Year Return

ASMOX
35.90%
Category
55.69%
?

3-Year Return

ASMOX
5.03%
Category
19.34%
?

5-Year Return

ASMOX
12.25%
Category
20.72%
?

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Holdings: ASMOX

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Top 9 Holdings (10.50% of Total Assets)

SymbolCompany% Assets
SMCI
Super Micro Computer, Inc. 2.42%
CVNA
Carvana Co. 1.34%
MSTR
MicroStrategy Incorporated 1.31%
FIX
Comfort Systems USA, Inc. 1.07%
WFRD
Weatherford International plc 0.93%
MTSI
MACOM Technology Solutions Holdings, Inc. 0.92%
ELF
e.l.f. Beauty, Inc. 0.87%
COOP
Mr. Cooper Group Inc. 0.84%
SFM
Sprouts Farmers Market, Inc. 0.80%

Sector Weightings

Recent News: ASMOX

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Research Reports: ASMOX

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