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Morningstar

Ariel Investments Mutual Funds

View all of Ariel Investments’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Ariel Investments Funds List

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Ariel Global InstitutionalAGLYXGlobal Large-Stock Value3.49%720.890%AverageInstitutional$1.0 Mil
Ariel Global InvestorAGLOXGlobal Large-Stock Value3.41%741.140%Above AverageNo Load$1,000
Ariel International InstitutionalAINIXForeign Large Value4.31%450.890%Above AverageInstitutional$1.0 Mil
Ariel International InvestorAINTXForeign Large Value4.43%471.140%Above AverageNo Load$1,000
Ariel Appreciation InstitutionalCAAIXMid-Cap Value−2.40%990.820%AverageInstitutional$1.0 Mil
Ariel Appreciation InvestorCAAPXMid-Cap Value−1.61%991.130%Above AverageNo Load$1,000
Ariel Focus InstitutionalAFOYXMid-Cap Value2.80%680.750%Below AverageInstitutional$1.0 Mil
Ariel Fund InstitutionalARAIXMid-Cap Value0.92%860.680%LowInstitutional$1.0 Mil
Ariel Fund InvestorARGFXMid-Cap Value0.82%870.990%AverageNo Load$1,000
Ariel Focus InvestorARFFXMid-Cap Value2.74%691.000%AverageNo Load$1,000

Ariel Investments Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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