Morningstar

AQR Large Cap Momentum Style I AMOMX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 23.91  /  +0.29 %
  • Total Assets 675.9 Mil
  • Adj. Expense Ratio
    0.400%
  • 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 0.83%
  • Turnover 87%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMOMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMOMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AMOMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

AQR Large Cap Momentum Style I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AMOMX

More AMOMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.85 46.8 Mil
Technology

Microsoft Corp

6.37 43.5 Mil
Technology

Amazon.com Inc

5.59 38.1 Mil
Consumer Cyclical

Alphabet Inc Class A

4.09 27.9 Mil
Communication Services

Meta Platforms Inc Class A

3.74 25.5 Mil
Communication Services

Limited Purpose Cash Investment

2.91 19.9 Mil
—

Eli Lilly and Co

2.79 19.1 Mil
Healthcare

Broadcom Inc

2.42 16.5 Mil
Technology

JPMorgan Chase & Co

1.58 10.8 Mil
Financial Services

KLA Corp

1.19 8.1 Mil
Technology

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