Morningstar

Ariel International Fund Investor Class AINTX

Morningstar Medalist Rating
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Medalist Rating as of See Ariel Investments Investment Hub
  • NAV / 1-Day Return $18.18  /  −0.33 %
  • Fund Size $266.7M
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.96%
  • Turnover Ratio 89%
NAV and 1-Day Return as of

Morningstar’s Analysis AINTX

Will AINTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AINTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AINTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AINTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ariel International Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings AINTX

More AINTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Daikin Industries Ltd

4.94 14M
Industrials

Infineon Technologies AG

4.58 13M
Technology

Bawag Group AG Ordinary Shares

4.44 12M
Financial Services

Horiba Ltd

4.11 11M
Technology

Daifuku Co Ltd

3.80 11M
Industrials

TDK Corp

3.79 11M
Technology

Informa PLC

3.60 10M
Communication Services

Banco Santander SA

3.60 10M
Financial Services

Lottomatica Group SpA

3.40 10M
Consumer Cyclical

Bank of Ireland Group PLC

3.36 9M
Financial Services

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