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AQR Small Cap Momentum Style R6 (QSMRX)

17.69
-0.13
(-0.73%)
As of 8:08:50 AM EDT. Market Open.
Loading Chart for QSMRX
  • Previous Close 17.82
  • YTD Return -3.24%
  • Expense Ratio 0.53%
  • Category Small Growth
  • Last Cap Gain 55.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 128.83M
  • Beta (5Y Monthly) 1.19
  • Yield 0.40%
  • 5y Average Return --
  • Holdings Turnover 60.00%
  • Last Dividend 0.09
  • Inception Date Jul 10, 2014

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 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

Fund Family

Small Growth

Fund Category

128.83M

Net Assets

2014-07-10

Inception Date

Performance Overview: QSMRX

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Trailing returns as of 3/27/2025. Category is Small Growth.

YTD Return

QSMRX
3.24%
Category
12.40%
 

1-Year Return

QSMRX
6.47%
Category
55.69%
 

3-Year Return

QSMRX
6.38%
Category
19.34%
 

5-Year Return

QSMRX
11.52%
Category
20.72%
 

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Holdings: QSMRX

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Sector Weightings

SectorQSMRX
Healthcare   22.20%
Industrials   17.94%
Technology   13.93%
Real Estate   3.92%
Energy   3.21%
Utilities   0.13%

Recent News: QSMRX

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Research Reports: QSMRX

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