Ariel International Institutional Class AINIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.03  /  +0.33%
  • Fund Size$260.2M
  • Adjusted Expense Ratio0.880%
  • Net Expense Ratio0.880%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryForeign Large Value
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield2.06%
  • Turnover Ratio89%

Morningstar’s Analysis AINIX

Will AINIX outperform in the future?

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

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Morningstar Automated Analysis

Summary

Ariel International Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings AINIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Banco Santander SA

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Marks & Spencer Group PLC

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Informa PLC

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Lottomatica Group SpA

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Consumer Cyclical

TDK Corp

3.239M
Technology

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