ARGFX – Fund Analysis – Ariel Fund Investor | Morningstar

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Will ARGFX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARGFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the ARGFX 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 ARGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A volatile approach.

Analyst David Carey

David Carey

Analyst

Summary

Inconsistent execution of an otherwise reasonable approach makes Ariel Fund a mediocre mid-cap value option.

by David Carey

Rated on Jan 18, 2024 Published on Jan 18, 2024

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