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15 important things you should know about AQR Funds AMOMX mutual fund

Updated: September 09, 2020
80
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for AMOMX “stock” price, you can quickly find it out by visiting Finny and typing "AMOMX quote". If you’re looking for a quick scoop on AMOMX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AMOMX". You’ll get all this info in one place.

Are you looking to buy or sell AMOMX? Or perhaps you’re looking for AMOMX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AMOMX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AMOMX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AMOMX buy or sell; the pros and cons of investing in AMOMX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AMOMX.

And here is the list of questions we’ll answer:

  1. Describe AQR Funds: AQR Large Cap Momentum Style Fund; Class I Shares (AMOMX).
  2. What are AMOMX holdings?
  3. What is AMOMX performance? What are AMOMX historical returns?
  4. How many up and down years did AMOMX have historically?
  5. What is AMOMX dividend yield?
  6. What is AMOMX minimum initial investment amount?
  7. What is AMOMX expense ratio?
  8. Does AMOMX have any sales loads or 12b-1 distribution expenses?
  9. What is AMOMX tax efficiency (tax-cost ratio)?
  10. What is AMOMX beta? How would you assess AMOMX risk?
  11. What is AMOMX Sharpe ratio?
  12. What is AMOMX Finny Score? AMOMX buy or sell?
  13. What are the pros of investing in AMOMX? What are AMOMX buy reasons?
  14. What are the cons of investing in AMOMX? What are AMOMX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AQR Funds: AQR Large Cap Momentum Style Fund; Class I Shares (AMOMX).

The Fund seeks long-term 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 that the Adviser determines to have positive momentum.

2. What are AMOMX top holdings?

AMOMX has 467 stock holdings and 0 bond holdings.

The top 10 holdings represent 29.49% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 7.34%
Apple Inc AAPL 7.00%
Visa Inc Class A V 2.37%
Procter & Gamble Co PG 2.07%
Facebook Inc A FB 2.05%
Mastercard Inc A MA 1.94%
JPMorgan Chase & Co JPM 1.85%
Walmart Inc WMT 1.76%
Ubs Money Ser N/A 1.68%
AT&T Inc T 1.43%

3. What is AMOMX performance? What are AMOMX historical returns?

AMOMX has generated the following returns:

  • 1-month return is 2.43%;
  • 3-month return is 13.85%;
  • 1-year return is 18.21%;
  • 3-year return is 15.20%;
  • 5-year return is 14.02%;
  • 10-year return is 13.93%.

4. How many up and down years did AMOMX have historically?

In the last 10 years, AMOMX had 8 up years and 2 down years.

5. What is AMOMX dividend yield?

AMOMX yield is 1.13%.

6. What is AMOMX minimum initial investment amount?

AMOMX minimum initial investment amount is $5.00M.

7. What is AMOMX expense ratio?

AMOMX expense ratio is 0.4%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does AMOMX have any sales loads or 12b-1 distribution expenses?

AMOMX 12b-1 distribution fee is 0. AMOMX front-end sales load is 0. AMOMX back-end sales load is 0.

9. What is AMOMX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.39%;
  • 3-year ax cost ratio is 2.49%.

10. What is AMOMX beta? How would you assess AMOMX risk?

  • 3-year beta is 0.98;
  • 5-year beta is 0.97;
  • 10-year beta is 1.00.

11. What is AMOMX Sharpe ratio?

  • 3-year Sharpe ratio is 0.68;
  • 5-year Sharpe ratio is 0.66;
  • 10-year Sharpe ratio is 0.95.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 80. Our quantitative analysis shows 4 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 80.

13. What are the pros of investing in AMOMX? What are AMOMX buy reasons?

The following are AMOMX strengths from our perspective:

  • AMOMX 3-year return is 15.2%, which is higher than the 3-year return of the benchmark index (Russell 1000 TR USD), 13.61%.
  • AMOMX 5-year return is 14.02%, which is in line with the 5-year return of the benchmark index (Russell 1000 TR USD), 14.34%.
  • AMOMX 10-year return is 13.93%, which is in line with the 10-year return of the benchmark index (Russell 1000 TR USD), 14.32%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in AMOMX? What are AMOMX negatives?

The following are AMOMX weaknesses from our perspective:

  • AMOMX net assets are $661.30 million. This fund is not a popular choice with retail investors.
In the AMOMX review, we covered AMOMX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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