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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1206 | 1089 | 1338 | 1181 | 1674 | 2275 |
Fund Return | 20.6% | 8.93% | 33.75% | 5.69% | 10.86% | 8.57% |
Place in category | 128 | 163 | 120 | 419 | 240 | 169 |
% in Category | 22 | 38 | 22 | 89 | 56 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Institutional | 1.54B | 20.94 | 6.02 | 8.90 | ||
Ariel Appreciation Investor | 781.66M | 15.23 | 5.69 | 7.09 | ||
Ariel Appreciation Institutional | 182.84M | 15.55 | 6.02 | 7.42 | ||
Ariel International I | 187.73M | 4.74 | 2.52 | 3.26 | ||
Ariel Global I | 35.78M | 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 | 16.43B | 18.96 | 12.95 | 9.76 | ||
DFA US Targeted Value I | 13.58B | 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 | 3.98B | 18.75 | 10.14 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mohawk Industries | US6081901042 | 4.63 | 118.57 | -1.35% | |
Madison Square Garden Entertainment Corp | - | 4.32 | - | - | |
Adtalem Education | US00737L1035 | 3.71 | 91.03 | -0.03% | |
Northern Trust | US6658591044 | 3.70 | 103.17 | -0.42% | |
Affiliated Managers | US0082521081 | 3.67 | 187.49 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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