AMOMX (AQR:Momentum;L)
Net Asset Value: 15.11
1-Day Return:
0.03 (0.20%)
YTD Return as of 5/23/12: 8.78%
Classification: Multi-Cap Growth Objective: Growth Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.78 | 1.90 | NA | NA | NA |
| Classification | 7.52 | -1.42 | 17.00 | 0.77 | 4.86 |
| Index (S&P 500) | 5.80 | 2.30 | 16.50 | -0.70 | 3.90 |
| % Rank in Class (1-best,100=worst) | 30 | 25 | NA | NA | NA |
Fund Stats
More| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 442.30 |
| Inception Date: | 7/9/09 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.49% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 3/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Apple Inc Ord | AAPL | 6.65 |
| International Business Machines Corp Ord | IBM | 3.07 |
| Philip Morris International Inc Ord | PM | 2.05 |
| Pfizer Inc Ord | PFE | 1.99 |
| Microsoft Corp Ord | MSFT | 1.95 |
| Intel Corp Ord | INTC | 1.89 |
| Mcdonald's Corp Ord | MCD | 1.53 |
| Johnson & Johnson Ord | JNJ | 1.30 |
| Wal-mart Stores Inc Ord | WMT | 1.30 |
| Home Depot Inc Ord | HD | 1.17 |
| % of Total Holdings | 22.9 | |
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