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Morningstar

Ariel Global Institutional AGLYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 16.42  /  0.48 %
  • Total Assets 195.5 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 4.77%
  • Turnover 19%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:00 PM GMT+00:00

Morningstar’s Analysis AGLYX

Will AGLYX outperform in 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 AGLYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AGLYX 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 AGLYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Ariel Global Institutional's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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