QSMRX Mutual Fund

QSMRX Mutual Fund (AQR Small Cap Momentum Style Fund Class R6) is managed by AQR Funds with $30.7M in net assets. QSMRX expense ratio is 0.52%, holding 601 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2014-07-10.

QSMRX performance shows a YTD return of -0.80%. The 1-year return is 31.40% and the 5-year return is 6.42%. QSMRX dividend yield stands at 8.11%, paid annually.

QSMRX top holdings include Limited Purpose Cash Investment Fund (4.4%), Credo Technology Group Holding Ltd Ordinary Shares (1.4%), Kratos Defense & Security Solutions, Inc. (1.2%), Bloom Energy Corporation Com Cl A (1.2%), Sterling Construction Company Inc (1.0%). Go to all QSMRX holdings, QSMRX sectors, or QSMRX dividends.

QSMRX can be compared against other funds. Use QSMRX overlap to find shared positions, or QSMRX vs another fund for a side-by-side view. QSMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.