The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
AQR Large Cap Momentum Style I AMOMX
- NAV / 1-Day Return 22.28 / +0.09 %
- Total Assets 689.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.410%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 0.91%
- Turnover 87%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0
Morningstar’s Analysis AMOMX
Will AMOMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.76 | 47.2 Mil | Technology |
NVIDIA Corp | 6.28 | 43.8 Mil | Technology |
Apple Inc | 4.39 | 30.6 Mil | Technology |
Alphabet Inc Class A | 4.17 | 29.1 Mil | Communication Services |
Amazon.com Inc | 3.99 | 27.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.27 | 22.8 Mil | Communication Services |
Limited Purpose Cash Investment | 3.24 | 22.6 Mil | — |
Eli Lilly and Co | 2.35 | 16.4 Mil | Healthcare |
Broadcom Inc | 2.02 | 14.1 Mil | Technology |
Berkshire Hathaway Inc Class B | 1.58 | 11.0 Mil | Financial Services |