ARGFX : Ariel Fund Investor Class

ARGFX is a US Stocks Market Mid-Cap Value with MODERATE fees.

ARGFX

Ariel Fund Investor Class

FI Score

47 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

47% FI Score
  • argfx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Ariel Fund Investor Class

Expenses: 1.02% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in small/mid 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.

Largest Holdings

Amount Holding
5.20% KKR & Co Inc Ordinary Shares
4.62% Northern Trust Corp
4.50% Mattel Inc
4.44% Zebra Technologies Corp
4.11% Lazard Ltd Shs A
4.06% Stericycle Inc
3.82% The Interpublic Group of Companies Inc
3.80% Adtalem Global Education Inc
3.76% Jones Lang LaSalle Inc
3.62% JM Smucker Co
3.38% Keysight Technologies Inc
3.36% CBRE Group Inc Class A
3.32% MSG Networks Inc Class A
3.29% First American Financial Corp
3.26% ViacomCBS Inc Class B
3.20% Mohawk Industries Inc
3.14% Kennametal Inc
3.13% Snap-on Inc
3.04% Laboratory Corp of America Holdings
2.66% Nielsen Holdings PLC
2.59% Tegna Inc
2.52% Masco Corp
2.33% Affiliated Managers Group Inc
2.13% Envista Holdings Corp Ordinary Shares
2.02% Meredith Corp

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