Ariel Fund

Scorecard
2 / 5 Stars
Lipper
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Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
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U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 30.75 percent over the past year, 12.98 percent over the past three years, 33.92 percent over the past five years, and 7.64 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 30.8%
3 Years (Annualized) 13.0%
5 Years (Annualized) 33.9%
10 Years (Annualized) 7.6%

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. companies and the fund generally will have a weighted average market capitalization between $1 billion and $7.5 billion. It seeks to invest in quality companies in industries in which Ariel Investments, LLC ("Ariel" or the "Adviser") has expertise including the financial services and consumer discretionary sectors. The fund 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.

Fees

Fees are Low compared to funds in the same category.
Ariel Fund has an expense ratio of 0.72 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top Ariel Investments, LLC Funds