ASMOX Alternatives & Similar Mutual Funds

AQR Small Cap Momentum Style Fund (ASMOX) 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 ASMOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ASMOX

ASMOX charges 0.61% annually. There are 10 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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	ASMOX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	ASMOX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	ASMOX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	ASMOX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	ASMOX vs VISGX

Best Risk-Adjusted Alternatives to ASMOX

Among 164 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
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	ASMOX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	ASMOX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	ASMOX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	ASMOX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	ASMOX vs OBMCX

Top Performing ASMOX Alternatives (YTD)

Among 164 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
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	ASMOX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	ASMOX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	ASMOX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	ASMOX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	ASMOX vs OBMCX

Lowest Volatility Alternatives to ASMOX

Among 165 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
EMCAX	Empiric 2500 Fund	14.15%	—	Nov 1995	ASMOX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	ASMOX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	ASMOX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	ASMOX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	ASMOX vs ETEGX

Lowest Drawdown Alternatives to ASMOX

Among 164 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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	ASMOX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	ASMOX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	ASMOX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	ASMOX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	ASMOX 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
QLEIX	AQR Long-Short Equity Fund	Long-Short	53	0.38%	—	Jul 2013	ASMOX vs QLEIX
QLENX	AQR Long-Short Equity N	Long-Short	51	0.29%	—	Jul 2013	ASMOX vs QLENX
QMNNX	AQR Equity Market Neutral Fund N	Equity Market Neutral	5	-5.98%	—	Oct 2014	ASMOX vs QMNNX
AQMIX	AQR Managed Futures Strategy Fund	Systematic Trend	89	12.96%	—	Jan 2010	ASMOX vs AQMIX
QSPIX	AQR Style Premia Alternative Fund	Multistrategy	50	12.83%	—	Oct 2013	ASMOX vs QSPIX
QRPIX	AQR Alternative Risk Premia Fund	Multistrategy	97	18.92%	—	Sep 2017	ASMOX vs QRPIX
QNZNX	AQR Trend Total Return Fund	Systematic Trend	95	18.15%	—	Dec 2021	ASMOX vs QNZNX
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	70	10.80%	—	Sep 2010	ASMOX vs AQRIX
QMHIX	AQR Managed Futures Strategy HV Fund	Systematic Trend	82	17.77%	—	Jul 2013	ASMOX vs QMHIX
AQGIX	AQR Global Equity Fund	Global Equities	77	13.92%	—	Dec 2009	ASMOX vs AQGIX

Often Compared With ASMOX

Investors most often compare ASMOX with AUEIX, XSMO, AMOMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AUEIX	AQR Large Cap Defensive Style Fund	Large Cap Blend Equities	15	7.03%	—	Jul 2012	ASMOX vs AUEIX
XSMO	Invesco S&P SmallCap Momentum ETF	Momentum, Small Cap Growth Equities	58	21.96%	2.89B	Mar 2005	ASMOX vs XSMO
AMOMX	AQR Large Cap Momentum Style Fund	Large Cap Growth Equities	—	—	—	Jul 2009	ASMOX vs AMOMX
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	Momentum, Small Cap Value Equities	65	15.26%	1.62B	Oct 2017	ASMOX vs USVM
QSMLX	AQR Small Cap Multi-Style Fund	Small Cap Blend Equities	70	22.03%	—	Mar 2013	ASMOX vs QSMLX
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	67	17.96%	26.41B	Sep 2019	ASMOX vs AVUV
URTH	iShares MSCI World ETF	Global Equities	63	10.16%	8.10B	Jan 2012	ASMOX vs URTH
WSHFX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.86%	—	Aug 2008	ASMOX vs WSHFX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-6.20%	—	May 1987	ASMOX vs NCLEX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	66	19.02%	—	Sep 2005	ASMOX vs QISGX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	4	17.73%	—	Mar 2000	ASMOX vs KSCOX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	37	11.47%	—	May 2012	ASMOX vs JGMNX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	82	26.02%	—	Oct 1992	ASMOX vs HSPGX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	30	19.33%	—	Dec 1997	ASMOX vs PNSAX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	55	18.69%	—	Mar 1998	ASMOX vs ALFAX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	80	25.51%	—	Nov 2013	ASMOX vs DMCRX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.34%	—	Jan 2003	ASMOX vs HRSMX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	4	17.61%	—	Dec 2001	ASMOX vs KSOAX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	2	1.48%	—	Jun 2006	ASMOX vs PXQSX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	16	6.39%	—	Jun 1993	ASMOX vs VLEOX

Compare ASMOX with Any Fund or Stock

Compare ASMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair ASMOX with funds that move differently

AQR Small Cap Momentum Style Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ASMOX.

Explore ASMOX Diversifiers

AQR Small Cap Momentum Style Fund (ASMOX) Alternatives