2 / 5 Stars
1 1 2 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 229 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 8.85 percent over the past year, and 11.84 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 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.