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Morningstar

Ariel Global Institutional AGLYX

Morningstar Medalist Rating
Medalist Rating as of | See Ariel Investments Investment Hub
  • NAV / 1-Day Return 15.44  /  +0.92 %
  • Total Assets 59.6 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 5.08%
  • Turnover 31%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

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.

New Comanager Arrives at Ariel International; No Change in Pillar Ratings

null Gregg Wolper

Gregg Wolper

Analyst Note

Ariel has announced that Vivian Lubrano has been named a manager on Ariel International AINTX, along with several other international and global accounts. At Ariel International she will work with current lead manager Henry Mallari-D’Auria and comanager Micky Jagirdar.

by Gregg Wolper
Published on

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Portfolio Holdings AGLYX

More AGLYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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