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ARGFX
Mutual Fund ticker: NASDAQ
AS OF
May 22 closing price
Price
$66.72
Change
+$0.04 (+0.06%)
Net Assets
2.41B

ARGFX Ariel Fund Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Value
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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 Investor MF is 10.32B. 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 Investor MF was 7%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 73
Price Growth Rating: 45
SMR Rating: 100
Profit Risk Rating: 52
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, ARGFX has been closely correlated with VSIAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARGFX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARGFX
1D Price
Change %
ARGFX100%
N/A
VSIAX - ARGFX
95%
Closely correlated
N/A
VISVX - ARGFX
95%
Closely correlated
N/A
VSIIX - ARGFX
95%
Closely correlated
N/A
DFFVX - ARGFX
93%
Closely correlated
-2.89%
DFSVX - ARGFX
93%
Closely correlated
-2.92%
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