AQR Small Cap Momentum Style Fund Class I (ASMOX) Research
This fund aims to achieve long-term growth for its investors. It employs a momentum-driven investment approach, primarily focusing on stocks and other equity-related instruments, such as exchange-traded funds (ETFs), equity index futures, and real estate investment trusts (REITs). These investments target small-capitalization U.S. companies traded on principal U.S. exchanges or the over-the-counter market, specifically those the adviser identifies as exhibiting positive momentum. Under typical market conditions, a minimum of 80% of the fund's net assets—including any funds borrowed for investment purposes—will be dedicated to small-cap U.S. companies. A significant portion of its holdings consists of common stocks.
Market snapshot
- Symbol
- ASMOX
- Price
- $24.22
- Day change
- +0.50%
- Market cap
- $251.7B
- 52-week range
- 19.06-24.23
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Bancroft Fund Ltd. (BCV)
- Baron Health Care Fund Retail Shares (BHCFX)
- Cambiar International Equity Fund Investor Class (CAMIX)
- Clifford Capital Partners Fund Investor Class (CLFFX)
- Western Asset Mortgage Opportunity Fund Inc. (DMO)
- Hennessy Japan Small Cap Fund Investor Class (HJPSX)
- Keeley Mid Cap Dividend Value Fund Class A (KMDVX)
- Neuberger Berman Mid Cap Instrinsic Value Fd Trust (NBREX)
Open AQR Small Cap Momentum Style Fund Class I (ASMOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.