ARGFX Rating, Research - Ariel

Ariel (argfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 39

Threats + Weaknesses = 30

When strengths & opportunities substantially exceed threats & weaknesses an investment in the argfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ariel (ARGFX) Description: ARGFX is a mutual fund, which is an investment that owns a basket of assets. The ARGFX mutual fund was provided by Ariel and this investment vehicle derives the majority of its value from equity holdings (stocks). Ariels mutual fund has a long management tenure and is in the large fund size classification. ARGFXs minimum initial investment amount is $1000 while the IRA minimum is $250. ARGFXs expense ratio is roughly 1%. The latest ARGFXs front end load was 0% and the back end load was 0%. The Ariel (ARGFX) mutual fund falls under the mid-cap mixed category. ARGFX focuses its investments in USA and ARGFX is not affiliated with a particular industry or fund sector. The Ariel (ARGFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ARGFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ARGFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 65% of net assets in equity securities (see equity research) of small and mid-sized companies. It invests primarily in equity securities (see equity research), value stocks (see stock research), multinational and foreign company securities and derivatives.

Management Analysis Update

Performance Analysis Update