Nasdaq - Delayed Quote USD

AQR Large Cap Momentum Style R6 (QMORX)

22.49 +0.14 (+0.63%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 22.35
  • YTD Return 15.50%
  • Expense Ratio 0.41%
  • Category Large Growth
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 676.74M
  • Beta (5Y Monthly) 1.02
  • Yield 0.94%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.23
  • Inception Date Dec 17, 2012

The fund pursues a momentum investment style by investing primarily in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures and real estate investment trusts or REIT-like entities) of large-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 large-cap U.S. companies.

AQR Funds

Fund Family

Large Growth

Fund Category

676.74M

Net Assets

2012-12-17

Inception Date

Performance Overview: QMORX

Trailing returns as of 6/10/2024. Category is Large Growth.

YTD Return

QMORX
15.50%
Category
12.38%
 

1-Year Return

QMORX
35.14%
Category
41.70%
 

3-Year Return

QMORX
9.33%
Category
22.56%
 

5-Year Return

QMORX
15.23%
Category
21.98%
 

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Holdings: QMORX

Top 9 Holdings (34.82% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.76%
NVDA
NVIDIA Corporation 6.28%
AAPL
Apple Inc. 4.39%
GOOGL
Alphabet Inc. 4.17%
AMZN
Amazon.com, Inc. 3.99%
META
Meta Platforms, Inc. 3.27%
LLY
Eli Lilly and Company 2.35%
AVGO
Broadcom Inc. 2.02%
BRK-B
Berkshire Hathaway Inc. 1.58%

Sector Weightings

SectorQMORX
Technology   36.48%
Industrials   15.54%
Healthcare   8.42%
Energy   1.58%
Real Estate   0.72%
Utilities   0.45%

Recent News: QMORX

Research Reports: QMORX

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