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Ariel Discovery Fund Investor Class (ARDFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests in small/micro-sized companies that are selling at deep discounts to their intrinsic value. It invests primarily in equity securities of U.S. companies with market capitalizations under $2 billion, measured at the time of initial purchase. Over time, the market capitalizations for the fund's portfolio companies may change. This means that the fund could continue to invest in a company if its capitalization were to exceed $2 billion.


1 month+0.11% 3 years-5.92%
3 months+12.21% 5 years+6.13%
1 year+6.60% Since inception+0.74%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+6.13%+7.62%
Expense ratio2.17%1.22%
Risk 5 year sharpe ratio0.310.79
Net assets$36.1M$862.4M
Average market cap$282.8M$2.8B
Average P/E--21.8
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyAriel Investments, LLC
Fund manager & tenureKenneth Kuhrt / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock93.80%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
GAIA Gaia Inc5.37%
RST Rosetta Stone Inc5.35%
RNWK RealNetworks Inc5.21%
COWN Cowen Group Inc4.76%
TISI Team Inc3.97%
BRKS Brooks Automation Inc3.78%
CNTY Century Casinos Inc3.63%
XOXO XO Group Inc3.62%
TNAV Telenav Inc3.31%