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Nasdaq - Delayed Quote USD

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

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • JPMorgan
  • Vanguard
  • LPL SAM Eligible
  • Schwab Institutional Only
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • DailyAccess Corporation RTC
  • Scottrade NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Vanguard TF
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • LPL SWM - 6.18.2020
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network

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.

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

Performance & Risk

YTD Return 12.41%
5y Average Return 6.08%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

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