Ariel Fund Investor (ARGFX - Free Report) a Zacks Rank #2 (Buy) invests primarily in the stocks of small companies with a market capitalization under $2 billion at the time of investment.
This Small Value fund, as of the last filing, allocates their fund in three major groups; Small Value, Large Value and Foreign Stock. Further, as of the last filing, LAZARD LTD CL A, KKR & CO LP and TEGNA INC were the top holdings for ARGFX.
The Ariel Fund Investor, managed by Ariel, carries an expense ratio of 1.06%. Moreover, ARGFX requires a minimal initial investment of $1,000.
ARGFX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 8.26% and 5 year 11.43%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
ARGFX’s performance, as of the last filing, when compared to funds in its category was in the top 17% over the past 3 years, and in the 15% over the past 5 years.
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