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AQR Funds - AQR TM Small Cap Momentum Style Fund (ATSNX)

28.03
0.00
(0.00%)
At close: September 16 at 8:00:04 PM EDT

Fund Summary

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.

AQR Funds - AQR TM Small Cap Momentum Style Fund

AQR Funds
Two Greewich Plaza,3rd Floor
866-290-2688

Fund Overview

Category Small Growth
Fund Family AQR Funds
Net Assets 63.6M
YTD Return 16.99%
Yield 0.27%
Morningstar Rating
Inception Date Dec 17, 2012

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 60.00%
Average for Category --

Fees & Expenses

Expense ATSNX Category Average
Annual Report Expense Ratio (net) 0.85% 1.21%
Prospectus Net Expense Ratio 0.85% --
Prospectus Gross Expense Ratio 1.14% --
Max 12b1 Fee 0.25% --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 333 --
5 Yr Expense Projection 600 --
10 Yr Expense Projection 1,360 --

Management Information

Andrea S. Frazzini, Lead Manager since May 01, 2012
Andrea is a Principal on AQR’s Global Stock Selection team, focusing on research and portfolio management of the Firm’s Long/Short and Long-Only equity strategies. He is also an Adjunct Professor of Finance at New York University’s Stern School of Business. He has published in top academic journals and won several awards for his research, including the Smith Breeden Award, the Fama-DFA award, the BGI best paper award, several Bernstein Fabozzi/Jacobs Levy Awards, and the PanAgora Crowell Memorial Prize. Prior to AQR in 2008, Andrea was an associate professor of finance at the University of Chicago’s Graduate School of Business and a Research Associate at the National Bureau of Economic Research. He also served as a consultant for DKR Capital Partners and J.P. Morgan Securities and on the board of directors of the Center for Research in Security Prices at the University of Chicago. He earned a B.S. in economics from the University of Roma Tre, an M.S. in economics from the London School of Economics and a Ph.D. in economics from Yale University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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