AQR Large Cap Momentum Style Fund
Shareclass
AQR Large Cap Momentum Style N (AMONX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AQR Large Cap Momentum Style Fund
FUND COVERAGE
# of holdings270
% of assets96%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.26%$1.7M
- 2. Bank of America Corp0.57%$3.74M
- 3. Welltower Inc0.51%$3.32M
- 4. Hologic Inc0.08%$536,073
- 5. Mastercard Inc Class A0.83%$5.43M
- 6. Citigroup Inc0.8%$5.25M
- 7. Philip Morris International Inc0.73%$4.77M
- 8. JPMorgan Chase & Co2.57%$16.85M
- 9. Wells Fargo & Co0.75%$4.93M
- 10. Expedia Group Inc0.03%$177,412
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. AST SpaceMobile Inc Ordinary Shares - Class A0.13%$884,127
- 2. Astera Labs Inc0.19%$1.22M
- 3. Virtu Financial Inc Class A0.13%$881,998
- 4. Carvana Co Class A0.4%$2.62M
- 5. Roblox Corp Ordinary Shares - Class A0.4%$2.62M
- 6. Talen Energy Corp Ordinary Shares New0.04%$250,974
- 7. Strategy Class A0.28%$1.84M
- 8. Rocket Lab Corp0.15%$988,910
- 9. Palantir Technologies Inc Ordinary Shares - Class A1.39%$9.15M
- 10. Corcept Therapeutics Inc0.09%$580,108
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund AQR Large Cap Momentum Style Fund
Totals
Holdings
Assets
Weight
Prisons
14
$81.72M
12%
Prisons high risk
3
$4.95M
0.75%
Private prisons
0
$0
0%
Borders
17
$83.13M
13%
Borders high risk
8
$22.3M
3.4%
Total
23
$108.44M
17%
Holdings — 23 flagged holdings
1.
Microsoft Corp
:$31.53M
4.8%
2.
Walmart Inc
$13.73M
2.09%
3.
Alphabet Inc Class A
:$11.02M
1.68%
4.
Palantir Technologies Inc Ordinary Shares - Class A
:$9.15M
1.39%
5.
Amazon.com Inc
:$6.98M
1.06%
6.
AT&T Inc
:$5.97M
0.91%
7.
Costco Wholesale Corp
$5.78M
0.88%
8.
Berkshire Hathaway Inc Class B
$3.86M
0.59%
9.
Northrop Grumman Corp
:$3.22M
0.49%
10.
Lockheed Martin Corp
:$2.64M
0.4%
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 AMONX
Environment
Social
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