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Morningstar

AQR International Momentum Style I AIMOX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 16.80  /  −1.06 %
  • Total Assets 217.4 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.580%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 5.67%
  • Turnover 72%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:11 PM GMT+0

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.

A sound investment process and strong management team underpin AQR International Momentum Style I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings AIMOX

More AIMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Limited Purpose Cash Investment

4.51 9.6 Mil
—

Shell PLC

3.95 8.4 Mil
Energy

Novo Nordisk A/S Class B

3.92 8.3 Mil
Healthcare

Toyota Motor Corp

1.97 4.2 Mil
Consumer Cyclical

Sumitomo Mitsui Financial Group Inc

1.83 3.9 Mil
Financial Services

Hermes International SA

1.70 3.6 Mil
Consumer Cyclical

HSBC Holdings PLC

1.60 3.4 Mil
Financial Services

ITOCHU Corp

1.47 3.1 Mil
Industrials

Ferrari NV

1.37 2.9 Mil
Consumer Cyclical

L'Oreal SA

1.35 2.9 Mil
Consumer Defensive