2 / 5 Stars
4 3 1 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#47 in Mid-Cap Blend
U.S. News evaluated 140 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 26.93 percent over the past year, 13.26 percent over the past three years, 29.14 percent over the past five years, and 7.37 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.9%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||29.1%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks 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 hold investments for a relatively long period of time-generally five years. 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 Below Average 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.