9 important things you should know about ARDFX mutual fund
Updated: October 29, 2021
Bull case
No sales load or distribution fees
Bear case
Low net assets

Before we start: if you’re looking for ARDFX “stock” price, you can quickly find it out by visiting Finny and typing "ARDFX quote". If you’re looking for a quick scoop on ARDFX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARDFX". You’ll get all this info in one place.

Are you looking to buy or sell ARDFX? Or perhaps you’re looking for ARDFX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ARDFX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ARDFX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ARDFX buy or sell; the pros and cons of investing in ARDFX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ARDFX.

And here is the list of questions we’ll answer:

  1. Describe Ariel Investment Trust: Ariel Discovery Fund; Investor Class Shares (ARDFX).
  2. What are ARDFX holdings?
  3. What is ARDFX performance? What are ARDFX historical returns?
  4. What is ARDFX dividend yield?
  5. What is ARDFX minimum initial investment amount?
  6. Does ARDFX have any sales loads or 12b-1 distribution expenses?
  7. What is ARDFX Finny Score? ARDFX buy or sell?
  8. What are the pros of investing in ARDFX? What are ARDFX buy reasons?
  9. What are the cons of investing in ARDFX? What are ARDFX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Ariel Investment Trust: Ariel Discovery Fund; Investor Class Shares (ARDFX).

2. What are ARDFX top holdings?

ARDFX has 38 stock holdings and 0 bond holdings.

The top 10 holdings represent 48.45% of total assets. Here are the top holdings:

Name Symbol % Assets
Century Casinos Inc CNTY 6.63%
RealNetworks Inc RNWK 5.38%
Kindred Biosciences Inc KIN 5.31%
ORBCOMM Inc ORBC 4.81%
Cowen Inc COWN 4.67%
First American Financial Corp FAF 4.67%
Green Brick Partners Inc GRBK 4.60%
Telenav Inc TNAV 4.58%
Strattec Security Corp STRT 3.92%
Safeguard Scientifics Inc SFE 3.88%

3. What is ARDFX performance? What are ARDFX historical returns?

ARDFX has generated the following returns:

4. What is ARDFX dividend yield?

ARDFX yield is %.

5. What is ARDFX minimum initial investment amount?

ARDFX minimum initial investment amount is $3.00K.

6. Does ARDFX have any sales loads or 12b-1 distribution expenses?

ARDFX 12b-1 distribution fee is 0. ARDFX front-end sales load is 0. ARDFX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in ARDFX? What are ARDFX buy reasons?

The following are ARDFX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in ARDFX? What are ARDFX negatives?

The following are ARDFX weaknesses from our perspective:

  • ARDFX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the ARDFX review, we covered ARDFX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.