AGLYX Mutual Fund

AGLYX Mutual Fund (Ariel Global Fund Institutional Class) is managed by Ariel Investments with $57.2M in net assets. AGLYX expense ratio is 0.94%, holding 76 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2011-12-30.

AGLYX performance shows a YTD return of 21.14%. The 1-year return is 32.66% and the 5-year return is 12.09%. AGLYX dividend yield stands at 13.89%, paid annually.

AGLYX top holdings include Daikin Industries Ltd. Com Stk (4.0%), Cvs Corp (3.3%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.2%), Hongfa Technology Co., Ltd. A Shares (3.2%), Intel Corporation (3.1%). Go to all AGLYX holdings, AGLYX sectors, or AGLYX dividends.

AGLYX can be compared against other funds. Use AGLYX overlap to find shared positions, or AGLYX vs another fund for a side-by-side view. AGLYX alternatives are available via the screener, along with tax-loss harvesting opportunities.