4 / 5 Stars
4 4 4 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#20 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.54 percent over the past year, and 15.74 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
AQR Momentum Fund has an expense ratio of 0.49 percent.
Risk is Average compared to funds in the same category according to Morningstar.