A persistent focus on risk highlights Ariel International's better qualities, though a Parent rating downgrade knocks the institutional shares from a Morningstar Analyst Rating of Silver to Bronze, while the investor shares retain their Bronze rating.
Ariel International Institutional AINIX
NAV / 1-Day Return
14.52
/
0.69
%
Total Assets
812.4 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.890%
Expense Ratio
0.890%
Fee Level
Average
Longest Manager Tenure
9.35
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
1.67%
Turnover
24%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A conservative approach to international equities.
