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Ariel Fund Investor ARGFX

Analyst rating as of
NAV / 1-Day Return
54.81  /  2.37 %
Total Assets
1.6 Bil
Adj. Expense Ratio
1.020%
Expense Ratio
1.020%
Fee Level
Average
Longest Manager Tenure
33.89 years
Category
US Fund Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.92%
Turnover
22%
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Morningstar’s Analysis

Will ARGFX outperform in future?

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

A fund with conviction through thick and thin.

Summary

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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.

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