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AQR Small Cap Momentum Style I (ASMOX) Fund Ranking and Research

Ranking, Research and Recommendation of AQR Small Cap Momentum Style I (ASMOX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of AQR Small Cap Momentum Style I Fund (ASMOX) ManagerFund Manager - Clifford Asness

Fund Manager Information

Fund Manager Tenure: 10.3 years
Fund Family: AQR Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of AQR Small Cap Momentum Style I Fund (ASMOX) ProfileAQR Small Cap Momentum Style I Fund (ASMOX) Profile

Fund Profile and Description

AQR Small Cap Momentum Style I Fund seeks long-term capital appreciation. AQR Small Cap Momentum Style I Fund invests primarily in equity or equity-related securities of small cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. The Adviser considers small-cap U.S. companies to be those companies in the bottom 10% of total market capitalization of all publicly offered U.S. companies in terms of market capitalization, or that are smaller than the 1000th largest U.S. company, whichever is larger.

 

AQR Small Cap Momentum Style I (ASMOX) Fund Strength What we like about AQR Small Cap Momentum Style I (ASMOX) Fund

Data for AQR Small Cap Momentum Style I Fund (ASMOX) as of May 30, 2016

  • AQR Small Cap Momentum Style I Fund (ASMOX) management has been with AQR Small Cap Momentum Style I Fund for 10.3 years
  • AQR Small Cap Momentum Style I Fund (ASMOX) has good Long-term performance (5-year return 8.39% vs 7.01% Small Growth category median performance)
  • AQR Small Cap Momentum Style I Fund (ASMOX) ratio of up-years vs down years is greater than 2
  • AQR Small Cap Momentum Style I Fund (ASMOX) has a Morningstar rating of 4 and above
  • Asset base in AQR Small Cap Momentum Style I Fund (ASMOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AQR Small Cap Momentum Style I Fund (ASMOX) has a lower expense ratio than its Small Growth average: 0.62% vs 1.31%
  • AQR Small Cap Momentum Style I Fund (ASMOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AQR Small Cap Momentum Style I Fund (ASMOX) Weakness What we are cautious about AQR Small Cap Momentum Style I (ASMOX) Fund

Data for AQR Small Cap Momentum Style I Fund (ASMOX) as of May 30, 2016

  • AQR Small Cap Momentum Style I Fund (ASMOX) has a less-than-ideal short-term performance (1-year return -8.59% vs -7.74% Small Growth category median performance)
  • AQR Small Cap Momentum Style I Fund (ASMOX) has a less-than-ideal mid-term performance (3-year return 6.08% vs 6.86% Small Growth category median performance)
  • AQR Small Cap Momentum Style I Fund (ASMOX) is less safe compared to its Small Growth peers
  • AQR Small Cap Momentum Style I Fund (ASMOX) does not have a good risk adjusted return as its 3-year Alpha of -5.18 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.44
  • AQR Small Cap Momentum Style I Fund (ASMOX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.41 that is higher than category average of 15.82
See AQR Small Cap Momentum Style I Fund (ASMOX) performance details as of May 30, 2016

 

What do you think?

 

Compare AQR Small Cap Momentum Style I Fund (ASMOX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AQR Small Cap Momentum Style I-1.43-8.596.088.39
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare AQR Small Cap Momentum Style I Fund (ASMOX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of AQR Small Cap Momentum Style I Fund (ASMOX) Net Asset TrackingAQR Small Cap Momentum Style I (ASMOX) Fund Net Asset

Track net asset change of AQR Small Cap Momentum Style I fund (ASMOX)

DateNet Asset
05/2016$316.66M
03/2016$314.32M
02/2016$299.19M
More historic net asset information on AQR Small Cap Momentum Style I Fund (ASMOX)

  

Graph of AQR Small Cap Momentum Style I Fund (ASMOX) Portfolio TrackingAQR Small Cap Momentum Style I (ASMOX) Fund Portfolio Allocation

Track portfolio allocation change of AQR Small Cap Momentum Style I fund (ASMOX)

DateCashStockBondOther
04/20162.82%97.18%0%0%
02/20163.41%96.59%0%0%
01/20163.02%96.98%0%0%
Click here to see more historic asset allocation information on AQR Small Cap Momentum Style I Fund (ASMOX)

 

graph of AQR Small Cap Momentum Style I Fund (ASMOX) Top 10 Position TrackingTop 10 Holdings in AQR Small Cap Momentum Style I (ASMOX) Fund

Discover what AQR Small Cap Momentum Style I Fund (ASMOX) manager is buying

Apr 29, 2016
Russell 2000 Index Mini Futures June16 [1.9%]
CubeSmart Common Shares [0.64%]
Post Holdings, Inc. Common Stoc [0.59%]
Tyler Technologies, Inc. Common [0.58%]
MarketAxess Holdings, Inc. [0.57%]
ONE Gas, Inc. Common Stock [0.56%]
Western Alliance Bancorporation [0.55%]
STERIS plc Ordinary Shares [0.55%]
Sovran Self Storage, Inc. Commo [0.54%]
WGL Holdings IncCommon Stock [0.52%]

Feb 28, 2016
Russell 2000 Idx Fut [2.18%]
CubeSmart Common Shares [0.67%]
Post Holdings, Inc. Common Stoc [0.62%]
MarketAxess Holdings, Inc. [0.6%]
Investors Bancorp, Inc. [0.59%]
Western Alliance Bancorporation [0.57%]
STERIS plc Ordinary Shares [0.54%]
Caseys General Stores, Inc. [0.52%]
Tyler Technologies, Inc. Common [0.52%]
Bank of the Ozarks [0.52%]

Jan 30, 2016
Russell 2000 Idx Fut [1.78%]
Tyler Technologies, Inc. Common [0.65%]
Western Alliance Bancorporation [0.62%]
CubeSmart Common Shares [0.62%]
Bank of the Ozarks [0.61%]
Investors Bancorp, Inc. [0.61%]
MarketAxess Holdings, Inc. [0.56%]
STERIS plc Ordinary Shares [0.55%]
Caseys General Stores, Inc. [0.54%]
Manhattan Associates, Inc. [0.53%]
Click here for Stock Holding Change Map in AQR Small Cap Momentum Style I Fund (ASMOX)

  

Latest News on AQR Small Cap Momentum Style I (ASMOX) Fund

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AQR Small Cap Momentum Style I Fund (ASMOX) Related ResourcesSee more information on AQR Small Cap Momentum Style I (ASMOX) Fund

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