Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Mutual Funds List
1 to 10 of 10 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Ariel Global Fund Institutional Class | AGLYX | Global Large-Stock Value | 18.14% | 24 | 0.940% | Above Average | Institutional | $1M | ||
| Ariel Focus Fund Institutional Class | AFOYX | Mid-Cap Value | 17.83% | 54 | 0.750% | Below Average | Institutional | $1M | ||
| Ariel Fund Investor Class | ARGFX | Small Value | 18.24% | 59 | 1.010% | Below Average | No Load | $1,000 | ||
| Ariel Fund Institutional Class | ARAIX | Small Value | 18.56% | 56 | 0.700% | Low | Institutional | $1M | ||
| Ariel Global Fund Investor Class | AGLOX | Global Large-Stock Value | 17.90% | 27 | 1.190% | High | No Load | $1,000 | ||
| Ariel Appreciation Fund Institutional Class | CAAIX | Mid-Cap Value | 21.28% | 29 | 0.840% | Average | Institutional | $1M | ||
| Ariel International Fund Investor Class | AINTX | Foreign Large Value | 13.64% | 51 | 1.130% | Above Average | No Load | $1,000 | ||
| Ariel International Institutional Class | AINIX | Foreign Large Value | 13.84% | 50 | 0.880% | Above Average | Institutional | $1M | ||
| Ariel Focus Fund Investor Class | ARFFX | Mid-Cap Value | 17.59% | 59 | 1.000% | Average | No Load | $1,000 | ||
| Ariel Appreciation Fund Investor Class | CAAPX | Mid-Cap Value | 20.97% | 31 | 1.150% | Above Average | No 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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States