AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX) with AI Score 44/100 (Weak). AQR TM Small Cap Momentum Style Fund Class R6 is a financial services company focused on asset management. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 16, 2026AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX) Financial Services Profile
AQR TM Small Cap Momentum Style Fund Class R6 aims for long-term capital appreciation by focusing on U.S. small-cap companies exhibiting positive momentum. The fund invests primarily in equity or equity-related securities, maintaining at least 80% of its net assets in small-cap companies traded on U.S. exchanges or over-the-counter markets.
Investment Thesis
AQR TM Small Cap Momentum Style Fund Class R6 presents an investment opportunity centered on capturing long-term capital appreciation through a momentum-driven approach within the small-cap U.S. equity market. The fund's focus on companies exhibiting positive momentum aims to capitalize on short-term market trends and potentially outperform broader market indices. With a beta of 1.21, the fund demonstrates higher volatility compared to the market. However, the absence of dividend payments may deter income-focused investors. The fund's success hinges on the continued effectiveness of its momentum-based investment strategy and its ability to identify and capitalize on promising small-cap companies. The fund's market cap is $0.06 billion.
Based on FMP financials and quantitative analysis
Key Highlights
- The fund seeks long-term after-tax capital appreciation.
- The fund invests primarily in equity or equity-related securities of small-cap companies.
- The fund focuses on companies with positive momentum.
- The fund invests at least 80% of its net assets in small-cap U.S. companies.
- The fund's beta is 1.21, indicating higher volatility than the market average.
Competitors & Peers
Strengths
- Focus on momentum investing.
- Exposure to small-cap U.S. equities.
- Potential for high returns in favorable market conditions.
Weaknesses
- Higher volatility compared to broader market indices.
- Dependence on the effectiveness of momentum strategy.
- Potential for underperformance in certain market environments.
Catalysts
- Ongoing: Continued positive momentum in small-cap U.S. equities.
- Ongoing: Successful implementation of enhanced momentum strategy.
- Upcoming: Potential for increased investor interest in small-cap funds.
Risks
- Potential: Market downturn impacting small-cap valuations.
- Potential: Underperformance of momentum strategy in changing market conditions.
- Ongoing: Competition from other asset management firms.
- Ongoing: Regulatory changes impacting the asset management industry.
Growth Opportunities
- Expansion into new small-cap sectors: The fund could explore investment opportunities in emerging small-cap sectors, such as renewable energy or biotechnology, to diversify its portfolio and potentially enhance returns. This expansion could attract investors seeking exposure to high-growth industries. The timeline for this expansion would depend on market conditions and the availability of suitable investment opportunities. Success hinges on the fund's ability to identify and assess promising companies in these new sectors.
- Enhancing momentum strategy: The fund could refine its momentum investment strategy by incorporating additional factors or utilizing more sophisticated analytical techniques. This could improve the fund's ability to identify companies with strong momentum and potentially generate higher returns. The timeline for this enhancement would involve ongoing research and development. The fund's competitive advantage lies in its expertise in momentum investing.
- Attracting socially responsible investors: The fund could incorporate environmental, social, and governance (ESG) factors into its investment process to attract socially responsible investors. This could broaden the fund's investor base and potentially enhance its long-term performance. The timeline for this integration would involve developing ESG criteria and incorporating them into the fund's investment decisions. This could appeal to a growing segment of investors focused on sustainable investing.
- Developing new investment products: The fund could develop new investment products that complement its existing small-cap momentum strategy. This could include thematic ETFs or actively managed funds focused on specific sectors or investment themes. The timeline for this development would involve market research and product design. This could allow the fund to capture a larger share of the asset management market.
- Leveraging technology: The fund could leverage technology, such as artificial intelligence and machine learning, to improve its investment decision-making process. This could enhance the fund's ability to identify and analyze investment opportunities and potentially generate higher returns. The timeline for this implementation would involve investing in technology infrastructure and developing AI-powered investment tools. This could provide the fund with a competitive edge in the asset management industry.
Opportunities
- Expansion into new small-cap sectors.
- Enhancement of momentum strategy through advanced analytics.
- Attraction of socially responsible investors through ESG integration.
Threats
- Increased competition from other asset management firms.
- Changes in market conditions that favor different investment styles.
- Regulatory changes that impact the asset management industry.
Competitive Advantages
- Established momentum investment strategy.
- Expertise in small-cap U.S. equity markets.
- Experienced investment management team.
About QTSRX
AQR TM Small Cap Momentum Style Fund Class R6 is designed to provide investors with long-term after-tax capital appreciation. The fund achieves this objective by employing a momentum investment style, focusing on equity and equity-related securities of small-cap companies. These companies are traded on principal U.S. exchanges or over-the-counter markets and demonstrate positive momentum as determined by the Adviser. The fund's strategy involves investing at least 80% of its net assets, including any borrowings for investment purposes, in small-cap U.S. companies. This significant allocation to common stocks reflects the fund's core investment approach. The fund operates within the asset management industry, catering to investors seeking exposure to the small-cap segment of the U.S. equity market while prioritizing momentum as a key investment factor. The fund is managed by AQR Capital Management, a well-known investment management firm.
What They Do
- Invests in equity and equity-related securities.
- Focuses on small-cap U.S. companies.
- Employs a momentum investment style.
- Seeks long-term after-tax capital appreciation.
- Invests primarily in companies traded on U.S. exchanges or over-the-counter markets.
- Allocates at least 80% of net assets to small-cap U.S. companies.
Business Model
- Generates revenue through management fees based on assets under management (AUM).
- Focuses on identifying and investing in small-cap companies with positive momentum.
- Aims to outperform benchmark indices through active portfolio management.
Industry Context
AQR TM Small Cap Momentum Style Fund Class R6 operates within the asset management industry, which is characterized by intense competition and evolving investment strategies. The fund's focus on small-cap companies with positive momentum positions it within a specific niche of the market. The asset management industry is influenced by factors such as market volatility, interest rates, and regulatory changes. Competitors such as ATSMX, BEGBX, FGB, MFOIX, and QFFOX employ various investment strategies to attract investors. The fund's success depends on its ability to differentiate itself and deliver consistent returns in a dynamic market environment.
Key Customers
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for exposure to small-cap U.S. equities.
- Financial advisors seeking investment solutions for their clients.
Financials
Chart & Info
AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX) stock price: Price data unavailable
Latest News
No recent news available for QTSRX.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for QTSRX.
Price Targets
Wall Street price target analysis for QTSRX.
MoonshotScore
What does this score mean?
The MoonshotScore rates QTSRX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
QTSRX Financial Services Stock FAQ
What does AQR TM Small Cap Momentum Style Fund Class R6 do?
AQR TM Small Cap Momentum Style Fund Class R6 is an investment fund focused on achieving long-term after-tax capital appreciation. It primarily invests in equity and equity-related securities of small-cap companies traded on U.S. exchanges or over-the-counter markets. The fund's core strategy revolves around identifying and investing in companies that exhibit positive momentum, aiming to capitalize on short-term market trends and potentially outperform broader market indices within the small-cap segment. The fund maintains a significant allocation to common stocks, reflecting its commitment to this investment approach.
What do analysts say about QTSRX stock?
AI analysis is currently pending for QTSRX. However, generally, analysts assess mutual funds based on factors such as past performance, expense ratios, investment strategy, and risk-adjusted returns. Key valuation metrics for mutual funds include net asset value (NAV) and total return. Growth considerations typically involve the fund's ability to attract new assets and generate consistent returns over time. Analyst ratings and recommendations can vary depending on individual perspectives and investment objectives. Investors should conduct their own due diligence before making any investment decisions.
What are the main risks for QTSRX?
The main risks for QTSRX include market risk, which is the potential for losses due to declines in the overall stock market, particularly within the small-cap segment. The fund's momentum-based investment strategy also carries the risk of underperformance if market conditions shift and momentum stocks fall out of favor. Additionally, competition from other asset management firms and regulatory changes within the financial services industry pose ongoing risks. Investors should carefully consider these risks before investing in QTSRX.
What regulatory challenges does AQR TM Small Cap Momentum Style Fund Class R6 face?
AQR TM Small Cap Momentum Style Fund Class R6, as an asset management fund, faces regulatory challenges primarily from the Securities and Exchange Commission (SEC). These include compliance with the Investment Company Act of 1940, which governs the structure and operation of investment companies, and adherence to regulations regarding fund disclosures, marketing practices, and portfolio management. Maintaining compliance requires significant resources and expertise, adding to the fund's operational costs. Changes in regulations can also necessitate adjustments to the fund's investment strategies and compliance procedures.
How does AQR TM Small Cap Momentum Style Fund Class R6 manage portfolio risk?
AQR TM Small Cap Momentum Style Fund Class R6 manages portfolio risk through diversification within the small-cap U.S. equity market. While the fund focuses on companies with positive momentum, it likely employs risk management techniques to mitigate potential losses. These techniques may include setting position limits, conducting stress tests, and monitoring portfolio volatility. The fund's investment strategy also considers factors such as sector diversification and company-specific risk assessments. Effective risk management is crucial for protecting investor capital and achieving the fund's long-term investment objectives.
What are the key factors to evaluate for QTSRX?
AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX) currently holds an AI score of 44/100, indicating low score. Key strength: Focus on momentum investing.. Primary risk to monitor: Potential: Market downturn impacting small-cap valuations.. This is not financial advice.
How frequently does QTSRX data refresh on this page?
QTSRX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven QTSRX's recent stock price performance?
Recent price movement in AQR TM Small Cap Momentum Style Fund Class R6 (QTSRX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Focus on momentum investing.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending may provide further insights.
- Investment decisions should be based on individual risk tolerance and financial goals.