AGLYX Mutual Fund

AGLYX Mutual Fund (Ariel Global Fund Institutional Class) is managed by Ariel Investments with $56.0M in net assets. AGLYX expense ratio is 0.94%, holding 69 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2011-12-30.

AGLYX performance shows a YTD return of 24.52%. The 1-year return is 32.29% and the 5-year return is 16.88%. AGLYX dividend yield stands at 13.89%, paid annually.

AGLYX top holdings include Daikin Industries Ltd. Com Stk (4.0%), Cvs Health Corp. (3.3%), Tsmc (3.2%), Hongfa Technology Co Ltd (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.