ASMOX : AQR Small Cap Momentum Style Fund Class I

ASMOX is a US Stocks Market Small Growth with LOW fees.

ASMOX

AQR Small Cap Momentum Style Fund Class I

FI Score

52 /100

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

52% FI Score
  • asmox
  • Mutual Fund
  • US Stocks
  • Small Growth

AQR Small Cap Momentum Style Fund Class I

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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) 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.

Largest Holdings

Amount Holding
5.08% E-mini Russell 2000 Index Future June 20
4.68% Ubs Money Ser
1.92% Teladoc Health Inc
0.78% Generac Holdings Inc
0.75% ACADIA Pharmaceuticals Inc
0.70% NovoCure Ltd
0.69% FTI Consulting Inc
0.65% Repligen Corp
0.61% Everbridge Inc
0.60% Cogent Communications Holdings Inc
0.60% Lumentum Holdings Inc
0.60% EastGroup Properties Inc
0.59% Rexford Industrial Realty Inc
0.56% eHealth Inc
0.56% Iovance Biotherapeutics Inc
0.54% Five9 Inc
0.53% Boston Beer Co Inc Class A
0.53% Safehold Inc
0.52% Portland General Electric Co
0.51% First Industrial Realty Trust Inc
0.51% Reata Pharmaceuticals Inc A
0.51% Inphi Corp
0.50% LHC Group Inc
0.50% Trex Co Inc
0.49% AppFolio Inc A

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