| 12.09 Net Asset Value | +0.67% 1 Day | +16.03% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | No Load Sales Expenses | 5.18% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +3.69% | 3 years | -- | |
| 3 months | +8.53% | 5 years | -- | |
| 1 year | +24.25% | Since inception | +7.69% |
| ARDFX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.30% |
| Expense ratio | 5.18% | 1.44% |
| Risk 5 year sharpe ratio | -- | 0.41 |
| Net assets | $16.2M | $721.1M |
| Average market cap | $362.3M | $1.8B |
| Average P/E | -- | 15.0 |
| Portfolio turnover | -- | -- |
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| Fund family | Ariel Investments, LLC |
| Fund manager & tenure | Kenneth Kuhrt / 2 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| MIND Mitcham Industries, Inc. | 5.50% |
| MCF Contango Oil & Gas Company | 4.43% |
| FAF First American Financial Corp | 4.40% |
| LEDR Market Leader, Inc. | 4.32% |
| ISCA International Speedway Corporation Class A | 4.20% |
| PCTI PCTEL, Inc. | 4.02% |
| RST Rosetta Stone, Inc. | 3.84% |
| COWN Cowen Group, Inc. | 3.82% |
| VICL Vical Incorporated | 3.61% |
| IMN Imation Corporation | 3.29% |
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