AGLOX – Ariel Global Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below $3 billion. Under normal market conditions, the fund will invest at least 40% of its assets in countries other than the U.S.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AGLOX	Ariel Global Fund Investor Class	No Load	Open			Dec 30, 2011	$15.68M	1.190%	High	$1,000	−$140,375.45
AGLYX	Ariel Global Fund Institutional Class	Institutional	Open			Dec 30, 2011	$61.09M	0.940%	Above Average	$1M	$9.39M

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