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.
- NAV / 1-Day Return 16.42 / 0.48 %
- Total Assets 195.5 Mil
Adj. Expense Ratio
- 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?
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