| 60.24 Net Asset Value | -1.42% 1 Day | +17.63% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.06% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -2.98% | 3 years | +14.60% | |
| 3 months | +2.73% | 5 years | +9.01% | |
| 1 year | +33.14% | Since inception | +11.26% |
| ARGFX | Category | |
|---|---|---|
| Performance 5-yr return | +9.01% | +6.81% |
| Expense ratio | 1.06% | 1.26% |
| Risk 5 year sharpe ratio | 0.39 | 0.34 |
| Net assets | $2.0B | $1.5B |
| Average market cap | $3.4B | $6.2B |
| Average P/E | 18.6 | 16.9 |
| Portfolio turnover | -- | -- |
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| Fund family | Ariel Investments, LLC |
| Fund manager & tenure | John Rogers, Jr. / 26 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 20.30% |
| Media | 17.03% |
| Consumer goods | 15.07% |
| Business service | 14.26% |
| Consumer service | 13.93% |
| IPG Interpublic Group of Cos Inc | 3.67% |
| KKR KKR & Co LP | 3.67% |
| DNB Dun & Bradstreet Corporation | 3.65% |
| HSP Hospira, Inc. | 3.61% |
| GCI Gannett Co Inc | 3.57% |
| LAZ Lazard Ltd | 3.45% |
| WU Western Union Company | 3.32% |
| ISCA International Speedway Corporation Class A | 3.30% |
| CRL Charles River Laboratories International Inc | 3.22% |
| AXE Anixter International Inc | 3.20% |
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