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Morningstar

Ariel International Investor AINTX

Morningstar Medalist Rating
Medalist Rating as of | See Ariel Investments Investment Hub
  • NAV / 1-Day Return 14.46  /  +0.42 %
  • Total Assets 289.9 Mil
  • Adj. Expense Ratio
    1.140%
  • 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 1.55%
  • Turnover 17%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis AINTX

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

  • People Pillar

    The People Pillar is our evaluation of the AINTX 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 AINTX’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 AINTX

More AINTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CURRENCY CONTRACT - USD Purchased

8.32 25.1 Mil
Derivative

Subaru Corp

6.24 18.8 Mil
Consumer Cyclical

Michelin

5.61 16.9 Mil
Consumer Cyclical

CURRENCY CONTRACT - AUD Purchased

5.44 16.4 Mil
Derivative

Check Point Software Technologies Ltd

5.43 16.4 Mil
Technology

Danske Bank A/S

5.20 15.7 Mil
Financial Services

Bridgestone Corp

5.04 15.2 Mil
Consumer Cyclical

Sanofi SA

4.99 15.1 Mil
Healthcare

BNP Paribas Act. Cat.A

4.79 14.5 Mil
Financial Services

Stellantis NV

4.48 13.5 Mil
Consumer Cyclical