Ariel Fund’s more credit-conscious mindset since the financial crisis hasn’t always insulated it from big losses, but its veteran management team can make up for those missteps. That keeps its Morningstar Analyst Rating at Bronze across share classes.
Will ARAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARAIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ARAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.