| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#209 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.35 percent over the past year, 8.58 percent over the past three years, and 3.38 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.9% |
| 1 Year | 16.3% |
| 3 Years (Annualized) | 8.6% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies of any size in order to provide investors access to the best opportunities in companies of all market capitalizations. It seeks to hold investments for a relatively long period of time-generally five years. The fund invests primarily in high quality companies that are trading at low multiples of their actual or projected earnings. It does not invest in corporations whose primary source of revenue is derived from the production or sale of tobacco products or the manufacture of handguns. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Ariel Focus Fund has an expense ratio of 1.25 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
