AGLYX Mutual Fund

AGLYX Mutual Fund (Ariel Global Fund Institutional Class) is managed by Ariel Investments with $50.6M in net assets. AGLYX expense ratio is 0.94%, holding 76 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2011-12-30.

AGLYX performance shows a YTD return of 23.67%. The 1-year return is 35.05% and the 5-year return is 17.07%. AGLYX dividend yield stands at 13.85%, paid annually.

AGLYX top holdings include Daikin Industries Ltd_None_0 (4.4%), Intel Corporation (3.5%), Walt Disney Co. (3.5%), Murata Manufacturing Co. Ltd. Com Stk (3.2%), First Solar Inc Common Stock (3.0%). View all AGLYX holdings, sector breakdown, or dividend history.

AGLYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AGLYX alternatives are available via the screener, along with tax-loss harvesting opportunities.