AQR TM Small Cap Momentum Style Fund Class I (ATSMX) Research
This fund aims to generate substantial long-term capital growth after taxes. It achieves this by employing an investment strategy centered on momentum, primarily putting its capital into equity and equity-related securities of small-capitalization U.S. companies. The advisor specifically selects firms listed on major U.S. exchanges or the over-the-counter market that exhibit strong positive price trends. Under typical market conditions, at least 80% of the fund's net assets (including any funds borrowed for investment) will be allocated to these small-cap U.S. enterprises, with a significant portion specifically invested in common stocks.
Market snapshot
- Symbol
- ATSMX
- Price
- $28.25
- Day change
- 0.00%
- Market cap
- $63.6M
- 52-week range
- 19.06-30.94
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century International Bond Fund Investor Class (BEGBX)
- First Trust Specialty Finance and Financial Opportunities Fund (FGB)
- BNY Mellon Focused Equity Opportunities Fund Investor Shares (MFOIX)
- Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares (QFFOX)
- AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX)
- Rondure New World Fund, Instl Class (RNWIX)
- Rondure New World Fund, Inv Class (RNWOX)
- TCW Artificial Intelligence Equity Fund Class N (TGJNX)
Open AQR TM Small Cap Momentum Style Fund Class I (ATSMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.