9 important things you should know about AQR Funds ATIMX mutual fund
Updated: November 10, 2021
Bull case
No sales load or distribution fees
Bear case
Low net assets

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

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

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

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

  1. Describe AQR Funds: AQR TM International Momentum Style Fund; Class I Shares (ATIMX).
  2. What are ATIMX holdings?
  3. What is ATIMX performance? What are ATIMX historical returns?
  4. What is ATIMX dividend yield?
  5. What is ATIMX minimum initial investment amount?
  6. Does ATIMX have any sales loads or 12b-1 distribution expenses?
  7. What is ATIMX Finny Score? ATIMX buy or sell?
  8. What are the pros of investing in ATIMX? What are ATIMX buy reasons?
  9. What are the cons of investing in ATIMX? What are ATIMX sell reasons?

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

Fact Sheet

1. Describe AQR Funds: AQR TM International Momentum Style Fund; Class I Shares (ATIMX).

2. What are ATIMX top holdings?

ATIMX has 391 stock holdings and 0 bond holdings.

The top 10 holdings represent 20.56% of total assets. Here are the top holdings:

Name Symbol % Assets
MSCI EAFE Index Future Dec 20 MFSZ0 3.64%
Ubs Money Ser N/A 3.64%
Roche Holding AG Dividend Right Cert. ROG 3.01%
ASML Holding NV ASML.TO 1.86%
Shopify Inc A SHOP 1.77%
Novo Nordisk A/S B NOVO B.L 1.69%
AstraZeneca PLC AZN.AX 1.46%
CSL Ltd CSL 1.29%
Keyence Corp 6861.DE 1.12%
Siemens AG SIE 1.08%

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

ATIMX has generated the following returns:

  • 1-month return is -3.52%;
  • 3-month return is 4.02%;
  • 1-year return is 4.02%;
  • 3-year return is 5.70%;
  • 5-year return is 5.92%.

4. What is ATIMX dividend yield?

ATIMX yield is %.

5. What is ATIMX minimum initial investment amount?

ATIMX minimum initial investment amount is $5.00M.

6. Does ATIMX have any sales loads or 12b-1 distribution expenses?

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

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in ATIMX? What are ATIMX buy reasons?

The following are ATIMX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in ATIMX? What are ATIMX negatives?

The following are ATIMX weaknesses from our perspective:

  • ATIMX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the ATIMX review, we covered ATIMX 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.