2 / 5 Stars
1 1 2 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 225 Small 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 19.18 percent over the past year, and 9.74 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.6%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies with market capitalizations under $2 billion, measured at the time of initial purchase. It seeks to hold investments for a relatively long period of time-generally five years. The fund seeks to invest in companies which trade at low price-to-book ratios and also have strong balance sheets. 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.
Fees are Above Average compared to funds in the same category.
Ariel Discovery Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.