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Morningstar

AQR Small Cap Momentum Style R6 QSMRX

Morningstar Medalist Rating
Medalist Rating as of | See AQR Investment Hub
  • NAV / 1-Day Return 19.50  /  −0.51 %
  • Total Assets 146.2 Mil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.520%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 50.0 Mil
  • Status Open
  • TTM Yield 0.80%
  • Turnover 54%

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

Morningstar’s Analysis QSMRX

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

  • People Pillar

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

A sound investment process and strong management team underpin AQR Small Cap Momentum Style R6'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
Rated on Published on

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Portfolio Holdings QSMRX

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

Limited Purpose Cash Investment

2.94 4.5 Mil
—

Super Micro Computer Inc

0.97 1.5 Mil
Technology

Weatherford International PLC Ordinary Shares - New

0.76 1.2 Mil
Energy

Comfort Systems USA Inc

0.75 1.2 Mil
Industrials

MACOM Technology Solutions Holdings Inc

0.75 1.1 Mil
Technology

e.l.f. Beauty Inc

0.75 1.1 Mil
Consumer Defensive

Rambus Inc

0.68 1.1 Mil
Technology

Duolingo Inc

0.68 1.0 Mil
Technology

Simpson Manufacturing Co Inc

0.64 989,504
Basic Materials

Coca-Cola Consolidated Inc

0.63 976,677
Consumer Defensive