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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 995 | 1200 | 1161 | 1449 | 1815 |
Fund Return | 6.64% | -0.5% | 19.99% | 5.1% | 7.69% | 6.14% |
Place in category | 128 | 116 | 131 | 97 | 91 | 77 |
% in Category | 85 | 74 | 86 | 68 | 71 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Institutional | 1.65B | 14.74 | 2.38 | 8.56 | ||
Ariel Fund Investor | 1.31B | 14.44 | 2.06 | 8.23 | ||
Ariel Appreciation Investor | 846.03M | 7.26 | 1.72 | 6.58 | ||
Ariel International I | 203.94M | 5.32 | 1.50 | 3.49 | ||
Ariel Appreciation Institutional | 204.8M | 7.55 | 2.04 | 6.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.64B | 9.85 | 7.12 | 8.40 | ||
Franklin Mutual Global Discovery A | 5.22B | 6.16 | 6.79 | 6.27 | ||
Franklin Mutual Global Discovery Z | 3.22B | 6.37 | 7.05 | 6.54 | ||
Franklin Mutual Beacon Z | 2.16B | 9.15 | 4.15 | 7.22 | ||
SEI Global Managed Volatility A (SI | 2B | 15.56 | 8.24 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Check Point Software | IL0010824113 | 5.53 | 181.75 | -0.13% | |
Microsoft | US5949181045 | 5.34 | 417.00 | +1.00% | |
Michelin | FR001400AJ45 | 4.80 | 31.10 | +0.55% | |
JD | KYG8208B1014 | 4.62 | 137.50 | -0.29% | |
Sanofi | FR0000120578 | 3.67 | 93.17 | +2.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Strong Buy |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Neutral | Strong Buy |
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