2 / 5 Stars
3 2 1 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#70 in Mid-Cap Blend
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.
The fund has returned 30.34 percent over the past year, 12.71 percent over the past three years, 33.73 percent over the past five years, and 7.56 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||33.7%|
|10 Years (Annualized)||7.6%|
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 are Low compared to funds in the same category.
Ariel Fund has an expense ratio of 1.03 percent.
Risk is High compared to funds in the same category according to Morningstar.