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Morningstar

AQR Large Cap Momentum Style N AMONX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 21.22  /  −0.28 %
  • Total Assets 663.4 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.73%
  • Turnover 87%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis AMONX

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

  • People Pillar

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

AQR Large Cap Momentum Style N’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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings AMONX

More AMONX Holdings
  • 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