Ariel International’s defensive approach has merit and its manager has much experience implementing it, but it needs the right market environment in which to thrive. It receives a Morningstar Analyst Rating of Bronze for both share classes.
- NAV / 1-Day Return 13.54 / 0.44 %
- Total Assets 706.6 Mil
-
Adj. Expense Ratio
1.130%
- Expense Ratio 1.140%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Foreign Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 20%
Morningstar’s Analysis AINTX
Will AINTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
A cautious approach from an experienced manager.
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 56
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 55.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector