AQR Tax-Managed Momentum Fund

Class Other (ATMOX)

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.

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Performance

The fund has returned 27.61 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.7%
1 Year 27.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term after-tax 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 Tax-Managed Momentum Fund has an expense ratio of 0.54 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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