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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1147 | 1019 | 1410 | 1073 | 1672 | 2273 |
Fund Return | 14.74% | 1.92% | 40.95% | 2.38% | 10.83% | 8.56% |
Place in category | 82 | 115 | 12 | 363 | 132 | 113 |
% in Category | 20 | 30 | 4 | 97 | 42 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Investor | 1.31B | 14.44 | 2.06 | 8.23 | ||
Ariel Appreciation Investor | 853.44M | 7.26 | 1.72 | 6.58 | ||
Ariel International I | 204.42M | 5.32 | 1.50 | 3.49 | ||
Ariel Appreciation Institutional | 206.55M | 7.55 | 2.04 | 6.92 | ||
Ariel Global I | 39.91M | 6.64 | 5.10 | 6.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.4B | 8.24 | 6.34 | 9.00 | ||
JHancock Disciplined Value Mid Cap | 15.87B | 10.71 | 7.35 | 9.70 | ||
Vanguard Mid-Cap Value Index Admira | 13.08B | 16.27 | 6.85 | 9.07 | ||
Victory Sycamore Established Value6 | 11.15B | 11.67 | 7.50 | 11.36 | ||
MFS Mid Cap Value R6 | 10.24B | 16.04 | 7.78 | 9.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mohawk Industries | US6081901042 | 4.63 | 139.92 | -3.52% | |
Madison Square Garden Entertainment Corp | - | 4.32 | - | - | |
Adtalem Education | US00737L1035 | 3.71 | 91.43 | -0.15% | |
Northern Trust | US6658591044 | 3.70 | 110.75 | +0.20% | |
Affiliated Managers | US0082521081 | 3.67 | 189.25 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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