Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).
Industry description
The investment seeks long-term capital appreciation.
The fund pursues a momentum investment style by investing primarily in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures and real estate investment trusts or REIT-like entities) of large-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in large-cap U.S. companies.
Market Cap
The average market capitalization across the AQR Large Cap Momentum Style I MF is 2.06T. The market cap for tickers in the group ranges from 632.33B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is BRK.B at 632.33B.
Volume
The average weekly volume growth across all stocks in the AQR Large Cap Momentum Style I MF was 35%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -37%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 80
P/E Growth Rating: 58
Price Growth Rating: 20
SMR Rating: 32
Profit Risk Rating: 10
Seasonality Score: -8 (-100 ... +100)