ATSMX : AQR TM Small Cap Momentum Style Fund Class I

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

ATSMX

AQR TM Small Cap Momentum Style Fund Class I

FI Score

44 /100

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

44% FI Score
  • atsmx
  • Mutual Fund
  • US Stocks
  • Small Growth

AQR TM Small Cap Momentum Style Fund Class I

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

This is a bad choice for a Small 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 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
4.58% E-mini Russell 2000 Index Future June 20
1.22% Teladoc Health Inc
0.90% AppFolio Inc A
0.89% NovoCure Ltd
0.88% ACADIA Pharmaceuticals Inc
0.72% Inphi Corp
0.72% Five9 Inc
0.70% Generac Holdings Inc
0.68% PS Business Parks Inc
0.67% Ubs Money Ser
0.65% Boston Beer Co Inc Class A
0.65% Repligen Corp
0.64% Reata Pharmaceuticals Inc A
0.63% Rexford Industrial Realty Inc
0.62% eHealth Inc
0.62% FTI Consulting Inc
0.61% Everbridge Inc
0.59% Enphase Energy Inc
0.59% Iovance Biotherapeutics Inc
0.56% EastGroup Properties Inc
0.54% American States Water Co
0.54% Cirrus Logic Inc
0.53% Lumentum Holdings Inc
0.53% Terreno Realty Corp
0.52% Lattice Semiconductor Corp

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