AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX) Research
This fund seeks to generate significant, long-term capital appreciation for investors, specifically focusing on after-tax returns. It utilizes a momentum-driven investment approach, primarily allocating its capital to stocks and other equity-related assets of smaller American companies. These companies are traded on prominent U.S. exchanges or through the over-the-counter market, and are specifically chosen by the Adviser for their positive price momentum. Under typical market conditions, the fund is mandated to invest at least 80% of its total net assets (which includes any funds borrowed for investment purposes) in these small-capitalization U.S. businesses. A substantial portion of its portfolio is dedicated to common shares.
Market snapshot
- Symbol
- QTSRX
- Price
- $28.23
- Day change
- 0.00%
- Market cap
- $63.6M
- 52-week range
- 19.05-30.92
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AQR TM Small Cap Momentum Style Fund Class I (ATSMX)
- 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)
- 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 R6 (QTSRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.