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Ariel Fund Institutional ARAIX

Analyst rating as of
NAV / 1-Day Return
81.12  /  0.69 %
Total Assets
3.3 Bil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
Below Average
Longest Manager Tenure
35.08 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.45%
Turnover
24%
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Morningstar’s Analysis

Will ARAIX outperform in future?

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

Unafraid of volatility.

Summary

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Ariel Fund's experienced management team has the mettle to steer this volatile strategy. A drop in Ariel Investment's Parent rating downgrades the more expensive investor shares' Morningstar Analyst Rating to Neutral from Bronze but doesn't change the institutional shares' Bronze rating.

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