Ariel Fund is trading at 82.45 as of the 3rd of December 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 82.37. Ariel Fund has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Ariel Fund Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund invests in smallmid cap undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell 2500TM Index, measured at the time of initial purchase.. More on Ariel Fund Investor
Ariel Fund Investor [ARGFX] is traded in USA and was established 3rd of December 2024. Ariel Fund is listed under Ariel Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Ariel Investments family. This fund presently has accumulated 2.79 B in assets under management (AUM) with no minimum investment requirementsAriel Fund Investor is currently producing year-to-date (YTD) return of 20.6% with the current yeild of 0.0%, while the total return for the last 3 years was 4.67%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ariel Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ariel Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ariel Fund Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Ariel Mutual Fund
Ariel Fund financial ratios help investors to determine whether Ariel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ariel with respect to the benefits of owning Ariel Fund security.
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