AMOMX — AQR Large Cap Momentum Style Fund
Data updated: 2026-05-22
AMOMX — AQR Large Cap Momentum Style Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Growth Equity · $568.55M AUM · 0.41% expense ratio · 19.9% 1-yr return. From SEC regulatory filings.
AMOMX Fund Overview
AMOMX — AQR Large Cap Momentum Style Fund is a US mutual fund managed by AQR Funds, categorised as United States Large Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: AQR Funds
- Category: United States Large Cap Growth Equity
- Assets under management: $568.55M
- 1-year return: 19.9%
- Ticker: AMOMX
- SEC CIK: 0001444822
- SEC series ID: S000025643
- Share class ID: C000076804
AMOMX Holdings
Top 10 holdings of AQR Large Cap Momentum Style Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Alphabet, Inc. | 7.28% |
| NVIDIA Corp. | 7.27% |
| Broadcom, Inc. | 3.70% |
| Limited Purpose Cash Investment Fund | 2.50% |
| Johnson & Johnson | 2.05% |
| JPMorgan Chase & Co. | 1.89% |
| Lam Research Corp. | 1.47% |
| Microsoft Corp. | 1.37% |
| GE Aerospace | 1.33% |
| Walmart, Inc. | 1.33% |
AMOMX Portfolio Allocation
Asset-class allocation of AQR Large Cap Momentum Style Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 97.6% |
| Cash & Equivalents | 2.5% |
AMOMX Performance
Total returns for AMOMX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -2.7% |
| 1 year | 19.9% |
| 3 years (annualised) | 18.9% |
| 5 years (annualised) | 11.5% |
AMOMX Risk Information
Risk metrics for AMOMX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 11.9%
AMOMX Costs and Fees
AMOMX costs about $41 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.41%
- Gross expense ratio: 0.43%
- Portfolio turnover: 91%
- Brokerage commissions: 0.14 bps of average net assets (SEC N-CEN)
AMOMX Cashflows
Over the 12 months to 2026-03, AQR Large Cap Momentum Style Fund had net outflows of $14.42M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$18.59M |
| 2026-02 | −$6.43M |
| 2026-01 | $8.32M |
| 2025-12 | $90.55M |
| 2025-11 | −$4.37M |
| 2025-10 | −$6.71M |
AMOMX Debt Constituents
No individual debt constituents are reported in AQR Large Cap Momentum Style Fund's latest SEC N-PORT filing.
AMOMX Prospectus and SEC Filings
Official AQR Large Cap Momentum Style Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.