Skip to Content
Morningstar

AQR Large Cap Momentum Style R6 QMORX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 20.95  /  −0.38 %
  • Total Assets 663.4 Mil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.310%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50.0 Mil
  • Status Open
  • TTM Yield 0.94%
  • Turnover 87%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis QMORX

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

  • People Pillar

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

AQR Large Cap Momentum Style R6’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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QMORX

More QMORX 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