The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
AQR Large Cap Momentum Style I AMOMX
- NAV / 1-Day Return 24.04 / +1.22 %
- Total Assets 671.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.410%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 0.81%
- Turnover 87%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 6.85 | 46.8 Mil | Technology |
Microsoft Corp | 6.37 | 43.5 Mil | Technology |
Amazon.com Inc | 5.59 | 38.1 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.09 | 27.9 Mil | Communication Services |
Meta Platforms Inc Class A | 3.74 | 25.5 Mil | Communication Services |
Limited Purpose Cash Investment | 2.91 | 19.9 Mil | — |
Eli Lilly and Co | 2.79 | 19.1 Mil | Healthcare |
Broadcom Inc | 2.42 | 16.5 Mil | Technology |
JPMorgan Chase & Co | 1.58 | 10.8 Mil | Financial Services |
KLA Corp | 1.19 | 8.1 Mil | Technology |