ATMOX : AQR TM Large Cap Momentum Style Fund Class I

ATMOX is a US Stocks Market Large Growth with LOW fees.

ATMOX

AQR TM Large Cap Momentum Style Fund Class I

FI Score

59 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

59% FI Score
  • atmox
  • Mutual Fund
  • US Stocks
  • Large Growth

AQR TM Large Cap Momentum Style Fund Class I

Expenses: 0.40% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term after-tax 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 large-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 large-cap U.S. companies. The fund invests significantly in common stocks.

Largest Holdings

Amount Holding
7.31% Microsoft Corp
6.96% Apple Inc
2.06% Visa Inc Class A
2.04% Ubs Money Ser
1.91% Walmart Inc
1.84% Facebook Inc A
1.80% Procter & Gamble Co
1.65% Adobe Inc
1.55% Mastercard Inc A
1.44% UnitedHealth Group Inc
1.30% JPMorgan Chase & Co
1.27% E-mini S&P 500 Future June 20
1.16% NextEra Energy Inc
1.15% AT&T Inc
1.03% Lockheed Martin Corp
0.99% Amazon.com Inc
0.96% NVIDIA Corp
0.91% American Tower Corp
0.88% Costco Wholesale Corp
0.87% Alphabet Inc A
0.85% PepsiCo Inc
0.84% Northrop Grumman Corp
0.82% Charter Communications Inc A
0.75% Thermo Fisher Scientific Inc
0.72% Cable One Inc

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