AQR Large Cap Momentum Style Fund
Trailing Returns
| Year to date | 3.0% |
| 1 Year | 3.0% |
| 3 Years (Annualized) | 15.2% |
| 5 Years (Annualized) | 11.8% |
| 10 Years (Annualized) | N/A |
| Updated 12.31.2015 | |
| Funds Rankings | |
|---|---|
7.9
(max 10.0)
|
|
| Morningstar |
  |
| Lipper |
3
4
4
5
3
|
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's |
|
| TheStreet.com | B+ (Buy) |
#70 Large Growth
U.S. News evaluated 458 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Summary
The investment seeks long-term capital appreciation. The fund pursues a momentum investment style by investing primarily in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures, and depositary receipts) of large-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in large-cap U.S. companies. The fund invests significantly in common stocks.
Performance
The fund has returned 2.95 percent over the past year, 15.18 percent over the past three years, and 11.80 percent over the past five years.
Fees
Fees are Average compared to funds in the same category.
AQR Large Cap Momentum Style Fund has an expense ratio of 0.45 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
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