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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1209 | 1090 | 1342 | 1192 | 1701 | 2346 |
Fund Return | 20.94% | 9.01% | 34.18% | 6.02% | 11.21% | 8.9% |
Place in category | 120 | 150 | 108 | 412 | 201 | 138 |
% in Category | 21 | 36 | 21 | 87 | 49 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Investor | 1.2B | 20.60 | 5.69 | 8.57 | ||
Ariel Appreciation Investor | 777.68M | 15.23 | 5.69 | 7.09 | ||
Ariel Appreciation Institutional | 181.68M | 15.55 | 6.02 | 7.42 | ||
Ariel International I | 188.96M | 4.74 | 2.52 | 3.26 | ||
Ariel Global I | 35.76M | 9.32 | 6.89 | 6.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 22.72B | 21.77 | 10.34 | 9.73 | ||
DFA US Small Cap Value I | 16.32B | 18.96 | 12.95 | 9.76 | ||
DFA US Targeted Value I | 13.48B | 18.32 | 12.33 | 10.16 | ||
Vanguard Small Cap Value Index I | 6.71B | 21.77 | 10.35 | 9.74 | ||
Pear Tree Polaris Small Cap Ord | 4B | 18.75 | 10.14 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mohawk Industries | US6081901042 | 4.63 | 118.82 | -0.70% | |
Madison Square Garden Entertainment Corp | - | 4.32 | - | - | |
Adtalem Education | US00737L1035 | 3.71 | 90.87 | -1.35% | |
Northern Trust | US6658591044 | 3.70 | 103.83 | -0.79% | |
Affiliated Managers | US0082521081 | 3.67 | 187.64 | -0.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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