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AQR International Momentum Style I (AIMOX) Fund Ranking and Research

Ranking, Research and Recommendation of AQR International Momentum Style I (AIMOX) Fund

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Graph of AQR International Momentum Style I Fund (AIMOX) ManagerFund Manager - Clifford Asness

Fund Manager Information

Fund Manager Tenure: 9.9 years
Fund Family: AQR Funds
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of AQR International Momentum Style I Fund (AIMOX) ProfileAQR International Momentum Style I Fund (AIMOX) Profile

Fund Profile and Description

AQR International Momentum Style I Fund seeks long-term capital appreciation. AQR International Momentum Style I Fund invests primarily in equity or equity-related securities of non-U.S. companies that the Adviser determines to have positive Momentum. The Adviser considers a security to have positive Momentum primarily if it has a return over the prior twelve months that ranks in the top third of its relevant universe at the time of purchase. In assessing positive Momentum, the Adviser may also consider additional factors, such as the security’s return over the most recent month and other time periods.

 

AQR International Momentum Style I (AIMOX) Fund Strength What we like about AQR International Momentum Style I (AIMOX) Fund

Data for AQR International Momentum Style I Fund (AIMOX) as of May 30, 2016

  • AQR International Momentum Style I Fund (AIMOX) management has been with AQR International Momentum Style I Fund for 9.9 years
  • AQR International Momentum Style I Fund (AIMOX) has good short-term performance (1-year return -6.34% vs -7.92% Foreign Large Growth category median performance)
  • AQR International Momentum Style I Fund (AIMOX) ratio of up-years vs down years is greater than 2
  • Asset base in AQR International Momentum Style I Fund (AIMOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AQR International Momentum Style I Fund (AIMOX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.72, lower than category average of 12.66
  • AQR International Momentum Style I Fund (AIMOX) has a lower expense ratio than its Foreign Large Growth average: 0.60% vs 1.30%
  • AQR International Momentum Style I Fund (AIMOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AQR International Momentum Style I Fund (AIMOX) Weakness What we are cautious about AQR International Momentum Style I (AIMOX) Fund

Data for AQR International Momentum Style I Fund (AIMOX) as of May 30, 2016

  • AQR International Momentum Style I Fund (AIMOX) has a less-than-ideal mid-term performance (3-year return 1.05% vs 2.71% Foreign Large Growth category median performance)
  • AQR International Momentum Style I Fund (AIMOX) has a less-than-ideal Long-term performance (5-year return 1.16% vs 2.51% Foreign Large Growth category median performance)
  • AQR International Momentum Style I Fund (AIMOX) has a Morningstar rating of 3 and below
  • AQR International Momentum Style I Fund (AIMOX) is less safe compared to its Foreign Large Growth peers
  • AQR International Momentum Style I Fund (AIMOX) does not have a good risk adjusted return as its 3-year Alpha of 0.83 is worse than category average of 2.16, and its 3-year Sharpe ratio is 0.14
See AQR International Momentum Style I Fund (AIMOX) performance details as of May 30, 2016

 

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Compare AQR International Momentum Style I Fund (AIMOX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AQR International Momentum Style I-0.07-6.341.051.16
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare AQR International Momentum Style I Fund (AIMOX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of AQR International Momentum Style I Fund (AIMOX) Net Asset TrackingAQR International Momentum Style I (AIMOX) Fund Net Asset

Track net asset change of AQR International Momentum Style I fund (AIMOX)

DateNet Asset
05/2016$347.78M
03/2016$338.39M
02/2016$316.57M
More historic net asset information on AQR International Momentum Style I Fund (AIMOX)

  

Graph of AQR International Momentum Style I Fund (AIMOX) Portfolio TrackingAQR International Momentum Style I (AIMOX) Fund Portfolio Allocation

Track portfolio allocation change of AQR International Momentum Style I fund (AIMOX)

DateCashStockBondOther
03/201613.73%86.2%0%0.07%
02/20166.11%93.66%0%0.24%
01/20163.76%95.92%0%0.32%
Click here to see more historic asset allocation information on AQR International Momentum Style I Fund (AIMOX)

 

graph of AQR International Momentum Style I Fund (AIMOX) Top 10 Position TrackingTop 10 Holdings in AQR International Momentum Style I (AIMOX) Fund

Discover what AQR International Momentum Style I Fund (AIMOX) manager is buying

Mar 30, 2016
UNILEVER NV CERT SHS [2.21%]
British American Tobacco PLC [2.1%]
Mini Msci Idx Fut Jun16 [1.52%]
Nestle SA [1.48%]
SAP SE [1.41%]
Vodafone Group PLC [1.31%]
Reckitt Benckiser Group PLC [1.29%]
Imperial Brands PLC [1.13%]
Nippon Telegraph & Telephone Corp [1.07%]
NATIONAL GRID TRANSC [1.05%]

Feb 28, 2016
UNILEVER NV CERT SHS [2.37%]
NOVO NORDISK A/S B [1.72%]
British American Tobacco PLC [1.65%]
Mini Msci Idx Fut Mar [1.51%]
SAP SE [1.45%]
ANHEUSER-BUSCH INBEV [1.38%]
Nestle SA [1.28%]
Allianz SE [1.13%]
RECKITT BENCKISER [1.1%]
NIPPON TEL & TEL CP [1.09%]

Jan 30, 2016
Mini Msci Idx Fut Mar [3.02%]
UNILEVER NV CERT SHS [2.33%]
Novo Nordisk A/S B [1.76%]
VODAFONE GROUP PLC N [1.44%]
MITSUBISHI UFJ FINAN [1.18%]
Nippon Telegraph & Telephone Corp [1.15%]
Deutsche Telekom AG [1.09%]
SX5E/AXA BANQUE 25 [1.05%]
Airbus Group SE [1.04%]
SAP SE [0.95%]
Click here for Stock Holding Change Map in AQR International Momentum Style I Fund (AIMOX)

  

Latest News on AQR International Momentum Style I (AIMOX) Fund

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