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

Updated: September 09, 2020
75
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets

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

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

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

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

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

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

Fact Sheet

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

The Fund seeks long-term after-tax capital appreciation. The Fund invests in equity-related securities of large and mid-sized companies traded on a principal US exchange or over-the-counter market that the Adviser believes to have positive Momentum. The Fund invests in common stocks, or use financial futures contracts.

2. What are ATMOX top holdings?

ATMOX has 379 stock holdings and 0 bond holdings.

The top 10 holdings represent 28.56% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 7.31%
Apple Inc AAPL 6.96%
Visa Inc Class A V 2.06%
Ubs Money Ser N/A 2.04%
Walmart Inc WMT 1.91%
Facebook Inc A FB 1.84%
Procter & Gamble Co PG 1.80%
Adobe Inc ADBE 1.65%
Mastercard Inc A MA 1.55%
UnitedHealth Group Inc UNH 1.44%

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

ATMOX has generated the following returns:

  • 1-month return is 2.75%;
  • 3-month return is 13.84%;
  • 1-year return is 20.18%;
  • 3-year return is 15.69%;
  • 5-year return is 14.14%.

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

In the last 10 years, ATMOX had 9 up years and 1 down year.

5. What is ATMOX dividend yield?

ATMOX yield is 1.04%.

6. What is ATMOX minimum initial investment amount?

ATMOX minimum initial investment amount is $5.00M.

7. What is ATMOX expense ratio?

ATMOX 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 ATMOX have any sales loads or 12b-1 distribution expenses?

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

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

  • 1-year ax cost ratio is 0.68%;
  • 3-year ax cost ratio is 0.42%.

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

  • 3-year beta is 0.97;
  • 5-year beta is 0.96.

11. What is ATMOX Sharpe ratio?

  • 3-year Sharpe ratio is 0.71;
  • 5-year Sharpe ratio is 0.67.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 75. Our quantitative analysis shows 3 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 75.

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

The following are ATMOX strengths from our perspective:

  • ATMOX 3-year return is 15.69%, which is higher than the 3-year return of the benchmark index (Russell 1000 TR USD), 13.61%.
  • ATMOX 5-year return is 14.14%, which is in line with the 5-year return of the benchmark index (Russell 1000 TR USD), 14.34%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ATMOX weaknesses from our perspective:

  • ATMOX net assets are $127.30 million. This fund is not a popular choice with retail investors.
In the ATMOX review, we covered ATMOX 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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