AQR Momentum Fund

Class Other (AMOMX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

#26 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all AQR Funds funds

See full Large Growth rankings

See more fund rankings

Performance

The fund has returned 33.96 percent over the past year, and 15.03 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 4.3%
1 Year 34.0%
3 Years (Annualized) 15.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more AMOMX performance

Summary

The investment seeks long-term capital appreciation. The fund will invest primarily in equity or equity-related securities of large and mid-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. It invests significantly in common stocks. The fund may also invest in or use financial futures contracts and other types of equity-linked derivative instruments such as equity swaps and equity index swaps, as well as exchange-traded funds and similar pooled investment vehicles to gain exposure to the equity market and to maintain liquidity to pay for redemptions.

Fees

Fees are Average compared to funds in the same category.
AQR Momentum Fund has an expense ratio of 0.49 percent.

See more AMOMX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more AMOMX risk