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Morningstar

Ariel International Institutional AINIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.46  /  0.15 %
  • Total Assets 708.9 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 10:52 PM GMT+00:00

Morningstar’s Analysis AINIX

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

People Pillar

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

Risk awareness is foremost here.

Senior Analyst

Summary

| by Gregg Wolper

A value orientation that aims to limit losses in down markets has only occasionally been a boon for Ariel International in the past decade, but its leader's experience with and dedication to that style earns this strategy a Morningstar Analyst Rating of Bronze for both share classes.

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