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Ariel Global Institutional AGLYX

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%

Morningstar’s Analysis AGLYX

Will AGLYX outperform in future?

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

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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