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ARAIX Ariel Fund Institutional Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Royal Caribbean Group (NYSE:RCL).

Industry description

The investment seeks long-term capital appreciation. The fund invests in small/mid cap undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell 2500TM Index, measured at the time of initial purchase.

Market Cap

The average market capitalization across the Ariel Fund Institutional MF is 10.54B. The market cap for tickers in the group ranges from 1.72B to 36.07B. RCL holds the highest valuation in this group at 36.07B. The lowest valued company is SPHR at 1.72B.

Volume

The average weekly volume growth across all stocks in the Ariel Fund Institutional MF was -21%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 51
Price Growth Rating: 39
SMR Rating: 55
Profit Risk Rating: 51
Seasonality Score: -42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Ariel Investment Trust200 East Randolph Drive, Suite 2900Chicago
Phone
N/A
Web
www.arielinvestments.com
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ARAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ARAIX has been closely correlated with VMVAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARAIX jumps, then VMVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARAIX
1D Price
Change %
ARAIX100%
+0.12%
VMVAX - ARAIX
87%
Closely correlated
-0.30%
JVMTX - ARAIX
86%
Closely correlated
-0.23%
JVMRX - ARAIX
86%
Closely correlated
-0.23%
VMVIX - ARAIX
84%
Closely correlated
-0.31%
JVMCX - ARAIX
80%
Closely correlated
-0.21%
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