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Morningstar

AQR International Momentum Style I AIMOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 16.45  /  0.61 %
  • Total Assets 373.6 Mil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.77%
  • Turnover 77%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:33 PM GMT+00:00

Morningstar’s Analysis AIMOX

Will AIMOX 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 AIMOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AIMOX 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 AIMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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AQR International Momentum Style I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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