Ariel Discovery Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 1 5
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 228 Small 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 16.35 percent over the past year, and 10.04 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date -0.7%
1 Year 16.3%
3 Years (Annualized) 10.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests in small-sized companies that are selling at deep discounts to their intrisic value. It invests primarily in equity securities of U.S. companies with market capitalizations under $2 billion, measured at the time of initial purchase. 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

Fees are Above Average compared to funds in the same category.
Ariel Discovery Fund has an expense ratio of 1.50 percent.

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Risk

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

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See Also:

Top Ariel Investments, LLC Funds