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Of the $46.6 trillion dollars professionally managed in the U.S. right now, the Forum for Sustainable and Responsible Investment estimates that about $12 trillion of that—or...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1080 | 1264 | 1181 | 1540 | 1983 |
Fund Return | 15.23% | 7.97% | 26.43% | 5.69% | 9.02% | 7.09% |
Place in category | 342 | 104 | 259 | 364 | 303 | 257 |
% in Category | 78 | 30 | 64 | 94 | 84 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ariel Fund Institutional | 1.65B | 20.94 | 6.02 | 8.90 | ||
Ariel Fund Investor | 1.29B | 20.60 | 5.69 | 8.57 | ||
Ariel Appreciation Institutional | 201.69M | 15.55 | 6.02 | 7.42 | ||
Ariel International I | 198.18M | 4.74 | 2.52 | 3.26 | ||
Ariel Global I | 40.24M | 9.32 | 6.89 | 6.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.4B | 8.24 | 6.34 | 9.00 | ||
JHancock Disciplined Value Mid Cap | 15.62B | 10.71 | 7.35 | 9.70 | ||
Vanguard Mid-Cap Value Index Admira | 13.87B | 16.27 | 6.85 | 9.07 | ||
Victory Sycamore Established Value6 | 11.02B | 11.67 | 7.50 | 11.36 | ||
MFS Mid Cap Value R6 | 10B | 16.04 | 7.78 | 9.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Northern Trust | US6658591044 | 4.14 | 107.92 | -1.16% | |
Mattel | US5770811025 | 3.77 | 19.36 | -2.02% | |
Goldman Sachs | US38141G1040 | 3.61 | 599.68 | +0.48% | |
Generac | US3687361044 | 3.25 | 179.22 | -0.42% | |
Stanley Black Decker | US8545021011 | 3.12 | 84.46 | -0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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