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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 995 | 1066 | 1039 | 1413 | 1870 |
Fund Return | 6.62% | -0.46% | 6.62% | 1.29% | 7.16% | 6.46% |
Place in category | 373 | 91 | 373 | 374 | 293 | 254 |
% in Category | 86 | 25 | 86 | 95 | 81 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Institutional | 1.48B | 4.09 | 4.97 | 8.63 | ||
Ariel Fund Investor | 1.16B | 4.06 | 4.64 | 8.30 | ||
Ariel Appreciation Investor | 757.06M | 4.11 | 3.46 | 6.91 | ||
Ariel International I | 212.07M | 5.63 | 1.15 | 3.68 | ||
Ariel Global I | 37.7M | 7.42 | 4.67 | 6.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 20.95B | 2.94 | 6.84 | 9.34 | ||
JHancock Disciplined Value Mid Cap | 14.47B | 3.75 | 8.13 | 9.85 | ||
Vanguard Mid-Cap Value Index Admira | 12.96B | 2.59 | 6.68 | 9.03 | ||
Victory Sycamore Established Value6 | 10.38B | 3.72 | 8.25 | 11.35 | ||
MFS Mid Cap Value R6 | 9.41B | 3.30 | 7.80 | 9.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mattel | US5770811025 | 3.77 | 21.02 | -1.31% | |
Northern Trust | US6658591044 | 3.69 | 109.40 | -0.74% | |
Goldman Sachs | US38141G1040 | 3.56 | 605.26 | -2.74% | |
CarMax | US1431301027 | 3.02 | 81.51 | -1.76% | |
Carlyle Group | US14316J1088 | 2.95 | 48.27 | -3.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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