AQR Small Cap Momentum Style Fund Class N (ASMNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ASMNX
ASMNX charges 0.88% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among ASMNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | ASMNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | ASMNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | ASMNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | ASMNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | ASMNX vs VISGX |
Best Risk-Adjusted Alternatives to ASMNX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | ASMNX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | ASMNX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | ASMNX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | ASMNX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | ASMNX vs HRSMX |
Top Performing ASMNX Alternatives (YTD)
ASMNX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | ASMNX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | ASMNX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | ASMNX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | ASMNX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | ASMNX vs OBMCX |
Lowest Volatility Alternatives to ASMNX
ASMNX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | ASMNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | ASMNX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | ASMNX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | ASMNX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | ASMNX vs ETEGX |
Lowest Drawdown Alternatives to ASMNX
ASMNX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | ASMNX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | ASMNX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | ASMNX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | ASMNX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | ASMNX vs CTSIX |
Other Mutual Funds from AQR Funds
Most popular AQR Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 94 | -3.26% | Jul 15, 2013 | ASMNX vs QLEIX | |
| AQR Long-Short Equity N | Long-Short | 93 | -3.31% | Jul 16, 2013 | ASMNX vs QLENX | |
| AQR Equity Market Neutral Fund N | Equity Market Neutral | 80 | -3.36% | Oct 7, 2014 | ASMNX vs QMNNX | |
| AQR Style Premia Alternative Fund | Multistrategy | 72 | 9.94% | Oct 29, 2013 | ASMNX vs QSPIX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 94 | 10.24% | Jan 5, 2010 | ASMNX vs AQMIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 82 | 8.52% | Sep 18, 2017 | ASMNX vs QRPIX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 90 | 14.62% | Jul 15, 2013 | ASMNX vs QMHIX | |
| AQR Large Cap Momentum Style Fund | Large Cap Growth Equities | 38 | -6.19% | Jul 9, 2009 | ASMNX vs AMOMX | |
| AQR Global Equity Fund | Global Equities | 47 | -6.63% | Dec 30, 2009 | ASMNX vs AQGIX | |
| AQR Multi-Asset Fund | Tactical Allocation | 66 | 0.25% | Sep 29, 2010 | ASMNX vs AQRIX |
Often Compared With ASMNX
What investors most often compare with ASMNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 94 | 3.00% | Dec 3, 2019 | ASMNX vs AVDVX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | ASMNX vs NCLEX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | ASMNX vs PNSAX |
Compare ASMNX with Any Fund or Stock
Compare ASMNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.