ARGFX (Ariel:Fund;Investor)
Net Asset Value: 44.31
1-Day Return:
0.17 (0.39%)
YTD Return as of 5/23/12:
3.12%
Classification: Mid-Cap Core Objective: Small-Cap Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
- li>
- li>
- li>
- li>
- li>
Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 3.12 | -13.37 | 19.95 | -2.96 | 3.52 |
| Classification | 4.95 | -4.95 | 17.65 | -0.17 | 5.60 |
| Index (S&P 500) | 5.80 | 2.30 | 16.50 | -0.70 | 3.90 |
| % Rank in Class (1-best,100=worst) | 80 | 97 | 24 | 90 | 89 |
Fund Stats
More| Investment Objective: | Small-Cap |
|---|---|
| Net Assets ($Mil) | 1,461.60 |
| Inception Date: | 11/6/86 |
| Manager Name, Tenure | Rogers/Miller/Kuhrt, 1986 / 2006 / 2011 |
| Expense Ratio: | 1.04% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 3/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Gannett Co Inc Ord | GCI | 3.99 |
| Charles River Laboratories International Inc Ord | CRL | 3.94 |
| Janus Capital Group Inc Ord | JNS | 3.88 |
| Interpublic Group Of Companies Inc Ord | IPG | 3.77 |
| Lazard Ltd Ord | LAZ | 3.76 |
| Jones Lang Lasalle Inc Ord | JLL | 3.73 |
| Fair Isaac Corp Ord | FICO | 3.67 |
| International Game Technology Ord | IGT | 3.64 |
| First American Financial Corp Ord | FAF | 3.59 |
| Zimmer Holdings Inc Ord | ZMH | 3.54 |
| % of Total Holdings | 37.51 | |
![[sm061210things]](http://s.wsj.net/public/resources/images/PF-AC562_sm0612_C_20120514113337.jpg)
![[sm0612wedding4]](http://s.wsj.net/public/resources/images/PF-AC579_sm0612_C_20120515172853.jpg)
![[sm0612strat]](http://s.wsj.net/public/resources/images/PF-AC580_sm0612_C_20120515180019.jpg)
![[sm0612roi]](http://s.wsj.net/public/resources/images/PF-AC573_sm0612_C_20120515125902.jpg)