ASMNX Mutual Fund Financials

ASMNX -  USA Fund  

USD 26.98  0.00  0.00%

Understanding current and past Aqr Small Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Aqr Small's financial statements are interrelated, with each one affecting the others. For example, an increase in Aqr Small's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Aqr Small's financials over time to get the whole picture.
Use fundamental data analysis to double-check all available reported financial drivers of Aqr Small Cap to find out if markets are presently mispricing the fund. We were able to interpolate fourteen available fundamental indicators for Aqr Small Cap, which can be compared to its rivals. Use Aqr Small three year return and equity positions weight to make sure your decision on pricing Aqr Small Cap is adequate. Use Aqr Small to protect your portfolios against small market fluctuations. The fund experiences a normal downward trend, but the immediate impact on correlations cannot be determined at the moment . Check odds of Aqr Small to be traded at $26.71 in 90 days.

Search Fundamentals 

With this module, you can analyze ASMNX financials for your investing period. You should be able to track the changes in Aqr Small individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 11
Aqr Small Cap has less than 11 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Aqr Small mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Aqr Small's official financial statements usually reflect Aqr Small's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Aqr Small Cap. For example, before you start analyzing numbers published by ASMNX accountants, it's critical to develop an understanding of what Aqr Small's liquidity, profitability, and earnings quality are in the context of the AQR Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Aqr Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Aqr Small Company Summary

Aqr Small competes with Lord Abbett. The fund pursues a momentum investment style by investing primarily in equity or equity-related securities of small-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Aqr Small is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressAQR Funds
Mutual Fund FamilyAQR Funds
Mutual Fund CategorySmall Growth
Phone866 290 2688
CurrencyUSD - US Dollar

ASMNX Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Aqr Small's current stock value. Our valuation model uses many indicators to compare Aqr Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aqr Small competition to find correlations between indicators driving Aqr Small's intrinsic value. More Info.
Aqr Small Cap is second largest fund in equity positions weight among similar funds. It is second largest fund in three year return among similar funds reporting about  0.05  of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Aqr Small Cap is roughly  20.07 

Aqr Small Market Fundamentals

 Change(%) 0.00 

About Aqr Small Financials

What exactly are Aqr Small Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Aqr Small's income statement, its balance sheet, and the statement of cash flows. Potential Aqr Small investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Aqr Small investors may use each financial statement separately, they are all related. The changes in Aqr Small's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Aqr Small's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Aqr Small Cap is second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 5.46 Billion. Aqr Small holds roughly 297.42 Million in net asset claiming about 5% of funds listed under Small Growth category.

Aqr Small September 20, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Aqr Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aqr Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aqr Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing ASMNX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aqr Small's daily price indicators and compare them against related drivers.
Downside Deviation1.4
Information Ratio0.0166
Maximum Drawdown6.01
Value At Risk(2.17)
Potential Upside2.51
Please continue to Trending Equities. Note that the Aqr Small Cap information on this page should be used as a complementary analysis to other Aqr Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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When running Aqr Small Cap price analysis, check to measure Aqr Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aqr Small is operating at the current time. Most of Aqr Small's value examination focuses on studying past and present price action to predict the probability of Aqr Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Aqr Small's price. Additionally, you may evaluate how the addition of Aqr Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Aqr Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Aqr Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Aqr Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.