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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 993 | 1118 | 1051 | 1508 | 2084 |
Fund Return | 11.79% | -0.66% | 11.79% | 1.68% | 8.56% | 7.62% |
Place in category | 110 | 297 | 110 | 411 | 232 | 157 |
% in Category | 21 | 61 | 21 | 89 | 56 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Institutional | 1.57B | 12.15 | 1.99 | 7.95 | ||
Ariel Appreciation Investor | 804.96M | 6.30 | 0.98 | 6.13 | ||
Ariel International I | 196.87M | 5.63 | 1.15 | 3.68 | ||
Ariel Appreciation Institutional | 183.8M | 6.62 | 1.29 | 6.46 | ||
Ariel Global I | 37.54M | 7.42 | 4.67 | 6.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.89B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 16.81B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.79B | 9.33 | 7.55 | 9.16 | ||
Vanguard Small Cap Value Index I | 6.23B | 12.41 | 5.75 | 8.68 | ||
Pear Tree Polaris Small Cap Ord | 3.98B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Adtalem Education | US00737L1035 | 4.26 | 98.03 | +0.85% | |
Northern Trust | US6658591044 | 4.20 | 112.41 | +0.83% | |
Boyd Gaming | US1033041013 | 4.11 | 77.13 | +1.39% | |
Carlyle Group | US14316J1088 | 4.03 | 56.95 | +2.13% | |
Madison Square Garden Entertainment | US5582561032 | 3.98 | 35.86 | -2.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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