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Morningstar

AQR Large Cap Momentum Style I AMOMX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 21.12  /  0.67 %
  • Total Assets 645.5 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 5,000,000
  • Status Open
  • TTM Yield 1.05%
  • Turnover 87%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:10 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.

An incline in its Process Pillar rating is the primary driver of AQR Large Cap Momentum Style I's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive 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 325
  • Bond Holdings 0
  • Other Holdings 39
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.31
47,172,418
Technology

Apple Inc

6.19
39,942,095
Technology

NVIDIA Corp

4.56
29,454,478
Technology

Meta Platforms Inc Class A

3.01
19,402,272
Communication Services

Eli Lilly and Co

2.66
17,151,098
Healthcare

Limited Purpose Cash Investment

2.52
16,255,736
—

JPMorgan Chase & Co

1.78
11,480,943
Financial Services

Berkshire Hathaway Inc Class B

1.75
11,290,870
Financial Services

Exxon Mobil Corp

1.69
10,939,055
Energy

Broadcom Inc

1.50
9,675,426
Technology