ASMOX (AQR:SmCp Momentum;L)
Net Asset Value: 15.32
1-Day Return:
-0.07 (-0.45%)
YTD Return as of 2/9/12:
10.30%
Classification: Small-Cap Core Objective: Small-Cap 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.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 10.30 | 2.90 | NA | NA | NA |
| Classification | 10.77 | 3.17 | 22.80 | 1.94 | 7.46 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 64 | 55 | NA | NA | NA |
Fund Stats
More| Investment Objective: | Small-Cap |
|---|---|
| Net Assets ($Mil) | 107.70 |
| Inception Date: | 7/9/09 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.65% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 1/31/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Jpmorgan Prime Money Market Fund;capital | NA | 12.25 |
| Lufkin Industries Inc Ord | LUFK | 0.62 |
| Finisar Corp Ord | FNSR | 0.60 |
| International Coal Group Inc Ord | ICO | 0.58 |
| Meritor Inc Ord | MTOR | 0.57 |
| Opentable Inc Ord | OPEN | 0.53 |
| Ciena Corp Ord | CIEN | 0.53 |
| Progress Software Corp Ord | PRGS | 0.52 |
| Post Properties Inc | PPS | 0.51 |
| Frontier Oil Ord | FTO | 0.50 |
| % of Total Holdings | 17.21 | |
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