AQR Small Cap Momentum Style Fund Class N (ASMNX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ASMNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ASMNX
ASMNX charges 0.88% annually. There are 35 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | ASMNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | ASMNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | ASMNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ASMNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ASMNX vs VISGX |
Best Risk-Adjusted Alternatives to ASMNX
Among 165 mutual funds in the Small Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | ASMNX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | ASMNX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | ASMNX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | ASMNX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | ASMNX vs OBMCX |
Top Performing ASMNX Alternatives (YTD)
Among 165 mutual funds in the Small Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | ASMNX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | ASMNX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | ASMNX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | ASMNX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | ASMNX vs OBMCX |
Lowest Volatility Alternatives to ASMNX
Among 166 mutual funds in the Small Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | ASMNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | ASMNX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | ASMNX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | ASMNX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | ASMNX vs ETEGX |
Lowest Drawdown Alternatives to ASMNX
Among 165 mutual funds in the Small Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ASMNX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ASMNX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ASMNX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ASMNX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ASMNX vs RFIMX |
Other Mutual Funds from AQR Funds
The 10 most viewed AQR Funds mutual funds shown here include QLEIX, QLENX, QMNNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 53 | 0.38% | — | Jul 2013 | ASMNX vs QLEIX | |
| AQR Long-Short Equity N | Long-Short | 51 | 0.29% | — | Jul 2013 | ASMNX vs QLENX | |
| AQR Equity Market Neutral Fund N | Equity Market Neutral | 5 | -5.98% | — | Oct 2014 | ASMNX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 89 | 12.96% | — | Jan 2010 | ASMNX vs AQMIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 50 | 12.83% | — | Oct 2013 | ASMNX vs QSPIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 97 | 18.92% | — | Sep 2017 | ASMNX vs QRPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 95 | 18.15% | — | Dec 2021 | ASMNX vs QNZNX | |
| AQR Multi-Asset Fund | Tactical Allocation | 70 | 10.80% | — | Sep 2010 | ASMNX vs AQRIX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 82 | 17.77% | — | Jul 2013 | ASMNX vs QMHIX | |
| AQR Global Equity Fund | Global Equities | 77 | 13.92% | — | Dec 2009 | ASMNX vs AQGIX |
Often Compared With ASMNX
Investors most often compare ASMNX with AVDVX, KSCOX, VLEOX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ASMNX with Any Fund or Stock
Compare ASMNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ASMNX with funds that move differently
AQR Small Cap Momentum Style Fund Class N alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ASMNX.
Explore ASMNX Diversifiers