4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#13 in Small Growth
U.S. News evaluated 215 Small 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 39.59 percent over the past year, and 18.18 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.5%|
|3 Years (Annualized)||18.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests 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. 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 Small Cap Momentum Fund has an expense ratio of 0.65 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.