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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 949 | 1056 | 1035 | 1158 | 1435 |
Fund Return | 5.63% | -5.07% | 5.63% | 1.15% | 2.99% | 3.68% |
Place in category | 138 | 30 | 138 | 292 | 274 | 164 |
% in Category | 34 | 8 | 34 | 85 | 86 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Institutional | 1.48B | 4.09 | 4.97 | 8.63 | ||
Ariel Fund Investor | 1.16B | 4.06 | 4.64 | 8.30 | ||
Ariel Appreciation Investor | 757.06M | 4.11 | 3.46 | 6.91 | ||
Ariel Appreciation Institutional | 171.52M | 6.62 | 1.29 | 6.46 | ||
Ariel Global I | 37.7M | 7.42 | 4.67 | 6.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 38.78B | 4.73 | 4.71 | 4.93 | ||
Fidelity Series International VVV | 15.18B | 5.12 | 7.65 | 6.17 | ||
Vanguard International Value Inv | 12.14B | 3.70 | 2.42 | 5.09 | ||
Causeway International Value Instl | 12.6B | 4.90 | 8.10 | 5.97 | ||
DFA International Value I | 9.55B | 4.86 | 7.12 | 6.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Check Point Software | IL0010824113 | 5.93 | 221.09 | +0.38% | |
Sanofi | FR0000120578 | 4.85 | 108.54 | +0.80% | |
Tesco | GB00BLGZ9862 | 4.58 | 385.20 | +1.91% | |
Fresenius Medical Care | DE0005785802 | 4.47 | 43.955 | -7.39% | |
Michelin | FR001400AJ45 | 4.15 | 33.23 | -2.06% |
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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