About ARGFX
Ariel Fund Investor Class is a mutual fund that primarily invests in undervalued small- and mid-cap U.S. companies with strong growth potential. Its investment approach emphasizes long-term capital appreciation, targeting businesses whose market capitalizations fall within the range of the Russell 2500 Index at the time of purchase. The fund applies a disciplined, contrarian strategy built on patience, deep sector focus, and independent research, seeking companies with solid fundamentals such as robust cash flows, low debt, high-quality products or services, and significant barriers to entry. Ariel Fund’s portfolio is typically concentrated, with significant assets allocated to a select group of holdings, and is actively managed by an experienced team. Its strategy is designed to look past short-term volatility and unlock value over a multi-year investment horizon. This makes the fund notable within the small value category, playing a significant role for investors aiming to capture growth opportunities in the less efficiently priced segments of the U.S. equity market.
Fund Family Ariel Investments
Category Small Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ARGFX
Share Class Investor Class
Index Russell 2500 Value TR
ARGFX had a total return of 12.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.68%.
