Morningstar

Ariel Investments Mutual Funds

View all of Ariel Investments’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Ariel Investments Mutual Funds List

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Ariel Global Fund Institutional ClassAGLYXGlobal Large-Stock Value
19.52%130.940%Above AverageInstitutional$1M
Ariel Global Fund Investor ClassAGLOXGlobal Large-Stock Value
19.21%151.190%HighNo Load$1,000
Ariel Focus Fund Institutional ClassAFOYXMid-Cap Value
13.14%750.750%Below AverageInstitutional$1M
Ariel Fund Institutional ClassARAIXSmall Value
12.12%840.700%LowInstitutional$1M
Ariel Appreciation Fund Institutional ClassCAAIXMid-Cap Value
14.63%640.840%AverageInstitutional$1M
Ariel Fund Investor ClassARGFXSmall Value
11.83%851.010%Below AverageNo Load$1,000
Ariel International Institutional ClassAINIXForeign Large Value
11.10%680.880%Above AverageInstitutional$1M
Ariel International Fund Investor ClassAINTXForeign Large Value
10.90%701.130%Above AverageNo Load$1,000
Ariel Focus Fund Investor ClassARFFXMid-Cap Value
12.93%771.000%AverageNo Load$1,000
Ariel Appreciation Fund Investor ClassCAAPXMid-Cap Value
14.36%661.150%Above AverageNo Load$1,000

Ariel Investments Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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