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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 964 | 1074 | 1147 | 1385 | 1865 |
Fund Return | 7.42% | -3.57% | 7.42% | 4.67% | 6.73% | 6.43% |
Place in category | 108 | 54 | 108 | 78 | 73 | 64 |
% in Category | 64 | 37 | 64 | 61 | 57 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Institutional | 1.54B | 4.09 | 4.97 | 8.63 | ||
Ariel Fund Investor | 1.21B | 4.06 | 4.64 | 8.30 | ||
Ariel Appreciation Investor | 786.48M | 4.11 | 3.46 | 6.91 | ||
Ariel International I | 212.54M | 5.63 | 1.15 | 3.68 | ||
Ariel Appreciation Institutional | 177.59M | 6.62 | 1.29 | 6.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 9.98B | 5.40 | 6.89 | 8.87 | ||
Franklin Mutual Global Discovery A | 5.22B | 4.90 | 7.10 | 6.66 | ||
Franklin Mutual Global Discovery Z | 3.22B | 4.91 | 7.36 | 6.93 | ||
Franklin Mutual Beacon Z | 2.15B | 4.67 | 5.01 | 7.52 | ||
SEI Global Managed Volatility A (SI | 1.88B | 3.25 | 8.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Check Point Software | IL0010824113 | 5.50 | 223.08 | +1.19% | |
Tesco | GB00BLGZ9862 | 4.08 | 380.90 | -0.37% | |
JD | KYG8208B1014 | 3.43 | 152.40 | -1.17% | |
Verizon | US92343V1044 | 3.28 | 42.01 | +1.97% | |
Taiwan Semicon | TW0002330008 | 3.25 | 1,090.00 | -0.91% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Strong Buy | Strong Sell | Strong Sell |
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