AQR Large Cap Momentum Style Fund
Shareclass
AQR Large Cap Momentum Style I (AMOMX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,400 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AQR Large Cap Momentum Style Fund AMOMX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Boston Scientific Corp0.24% of assets$1.55M invested
- 2. Welltower Inc0.49% of assets$3.15M invested
- 3. Mastercard Inc Class A0.79% of assets$5.03M invested
- 4. Bank of America Corp0.89% of assets$5.67M invested
- 5. Citigroup Inc0.31% of assets$1.97M invested
- 6. Xylem Inc0.12% of assets$770,953 invested
- 7. JPMorgan Chase & Co2% of assets$12.81M invested
- 8. Wells Fargo & Co0.57% of assets$3.62M invested
- 9. Uber Technologies Inc0.41% of assets$2.6M invested
- 10. Accenture PLC Class A0.06% of assets$377,471 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Virtu Financial Inc Class A0.26% of assets$1.69M invested
- 2. Carvana Co Class A0.29% of assets$1.85M invested
- 3. Viking Therapeutics Inc0.14% of assets$903,227 invested
- 4. Rollins Inc0.11% of assets$684,265 invested
- 5. Strategy Class A0.33% of assets$2.11M invested
- 6. Palantir Technologies Inc Ordinary Shares - Class A0.75% of assets$4.82M invested
- 7. PACCAR Inc0.1% of assets$665,624 invested
- 8. Old Dominion Freight Line Inc Ordinary Shares0.26% of assets$1.67M invested
- 9. Reliance Inc0.15% of assets$930,024 invested
- 10. Coca-Cola Consolidated Inc0.12% of assets$786,234 invested
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Financial performance
Performance data provided by
Find more financial data on AMOMX at Morningstar.com
Find more financial data on AMOMX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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