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    Ariel Discovery Institutional (ADYIX)

    7.40 Down 0.04(0.54%) Feb 8
    Prev Close:7.44
    YTD Return*:-8.81%
    Net Assets*:28.78M
    Yield*:N/A

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for ADYIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ORBC7.18N/A
    CNTY6.08N/A
    RNWK5.56N/A
    COWN4.89N/A
    RST4.26N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:28.78M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:-8.81%
    5y Avg Return:-2.89%
    Rank in Category (ytd):83
    % Rank in Category (ytd):10.64%
    Beta (3y):1.13
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests in small/micro-sized companies that are selling at deep discounts to their intrinsic value. It invests primarily in equity securities of U.S. companies with market capitalizations under $2 billion, measured at the time of initial purchase. Over time, the market capitalizations for the fund's portfolio companies may change. This means that the fund could continue to invest in a company if its capitalization were to exceed $2 billion. View More
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