The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
AQR Large Cap Momentum Style I AMOMX
- NAV / 1-Day Return 21.16 / −0.28 %
- Total Assets 665.7 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 0.87%
- Turnover 87%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 11:33 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 —
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.25 | 46.1 Mil | Technology |
Alphabet Inc Class A | 6.19 | 39.4 Mil | Communication Services |
Apple Inc | 4.52 | 28.8 Mil | Technology |
NVIDIA Corp | 4.27 | 27.2 Mil | Technology |
Limited Purpose Cash Investment | 4.16 | 26.5 Mil | — |
Meta Platforms Inc Class A | 2.66 | 17.0 Mil | Communication Services |
Amazon.com Inc | 2.51 | 16.0 Mil | Consumer Cyclical |
Eli Lilly and Co | 2.10 | 13.4 Mil | Healthcare |
Broadcom Inc | 1.90 | 12.1 Mil | Technology |
Berkshire Hathaway Inc Class B | 1.78 | 11.3 Mil | Financial Services |