Ariel Fund’s managers have lost their edge, dropping the strategy’s People Pillar to Average from Above Average. As a result, the Morningstar Analyst Rating on its cheapest share class falls to Neutral from Bronze while the other remains Neutral.
- NAV / 1-Day Return 63.65 / 0.53 %
- Total Assets 2.6 Bil
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.980%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Value
- Investment Style Small Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.39%
- Turnover 33%
Morningstar’s Analysis ARGFX
Will ARGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 37
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector