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ADYIX Ariel Discovery Institutional

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Fund ADYIX Ariel Discovery Institutional TRDFX Steward Small-Mid Cap Enhanced Idx Indv  
100% 92%
Annual Fees
(1.07% Exp. Ratio)
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,348.98 $40,991.62
Est. savings over 30 yrs +$2,642.64
As of 9/30/16
1 YR RETURN 8.27%
3 YR -5.51%
5 YR 6.53%
10 YR --
1 YR RETURN 15.03%
3 YR 7.77%
5 YR 15.76%
10 YR 8.07%
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.
The investment seeks long-term capital appreciation. The fund pursues its objective by seeking to enhance its performance over that of its benchmark index by 1) changing the relative weighting in the fund's portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the fund's socially responsible investment policies. It will invest at least 80% of its assets in the securities of companies included in the fund's benchmark.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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