- Fund Type: Open-End Fund
- Objective: Blend
- Asset Class: Equity
- Geographic Focus: U.S.
AQR Tax-Managed Momentum Fund
+ Add to WatchlistATMOX:US
13.10 USD 0.03 0.23%As of 09:29:30 ET on 05/21/2013.
Snapshot for AQR Tax-Managed Momentum Fund (ATMOX)
| Year To Date: | +17.43% | 3-Month: | +12.29% | 3-Year: | - | 52-Week Range: | 10.16 - 13.11 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +7.40% | 1-Year: | +29.47% | 5-Year: | - | Beta vs RIY: | - |
Fund Profile & Information for ATMOX
AQR Tax-Managed Momentum Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term after-tax capital appreciation. The Fund will invest primarily in equity or equity-related securities of large and mid-sized companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum.
| Inception Date: | 01-27-2012 | Telephone: | 1-203-742-3600 |
|---|---|---|---|
| Managers: | CLIFFORD S ASNESS "CLIFF" / LARS N NIELSEN | ||
| Web Site: | www.aqrcapital.com | ||
Fundamentals for ATMOX
| NAV | (on 2013-05-21) 13.10 |
|---|---|
| Assets (M) | (on 2013-05-21) 9.37 |
| Fund Leveraged | N |
| Minimum Investment | 5,000,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for ATMOX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Irreg |
| Last Dividend Net | (on 2012-12-14) 0.14 |
| Dividend Yield (ttm) | 1.78 |
Fees & Expenses for ATMOX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.30 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 0.54 |
Top Fund Holdings for ATMOX
Filing Date: 02/28/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Apple Inc | 715 | 315,601 | 4.586% |
| SPDR S&P 500 ETF Trust | 1,608 | 243,660 | 3.541% |
| JPMorgan Chase & Co | 4,104 | 200,768 | 2.917% |
| Bank of America Corp | 13,283 | 149,168 | 2.168% |
| Citigroup Inc | 3,252 | 136,486 | 1.983% |
| Comcast Corp | 3,381 | 134,530 | 1.955% |
| Oracle Corp | 3,802 | 130,257 | 1.893% |
| General Electric Co | 5,595 | 129,916 | 1.888% |
| Home Depot Inc/The | 1,889 | 129,397 | 1.880% |
| Walt Disney Co/The | 2,187 | 119,388 | 1.735% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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