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Ariel Fund Institutional Class (ARAIX)

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72.57 +0.56    +0.78%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.54B
Type:  Fund
Market:  United States
Issuer:  Ariel Investments
Asset Class:  Equity
Ariel Fund Institutional 72.57 +0.56 +0.78%

ARAIX Overview

 
Find basic information about the Ariel Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add ARAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.74%
Prev. Close72.01
Risk Rating
TTM Yield0.60%
ROE9.34%
IssuerAriel Investments
Turnover17%
ROA2.28%
Inception Date40907
Total Assets1.54B
Expenses0.69%
Min. Investment1,000,000
Market Cap5.98B
CategorySmall Value
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Ariel Fund Institutional Class Analysis


Performance

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Condition

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%

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Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1209 1090 1342 1192 1701 2346
Fund Return 20.94% 9.01% 34.18% 6.02% 11.21% 8.9%
Place in category 120 150 108 412 201 138
% in Category 21 36 21 87 49 42

Top Equity Funds by Ariel Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ariel Fund Investor 1.21B 20.60 5.69 8.57
  Ariel Appreciation Investor 781.66M 15.23 5.69 7.09
  Ariel Appreciation Institutional 182.84M 15.55 6.02 7.42
  Ariel International I 187.73M 4.74 2.52 3.26
  Ariel Global I 35.78M 9.32 6.89 6.31

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 22.72B 21.77 10.34 9.73
  DFA US Small Cap Value I 16.43B 18.96 12.95 9.76
  DFA US Targeted Value I 13.58B 18.32 12.33 10.16
  Vanguard Small Cap Value Index I 6.71B 21.77 10.35 9.74
  Pear Tree Polaris Small Cap Ord 3.98B 18.75 10.14 7.80

Top Holdings

Name ISIN Weight % Last Change %
  Mohawk Industries US6081901042 4.63 120.19 +0.54%
Madison Square Garden Entertainment Corp - 4.32 - -
  Adtalem Education US00737L1035 3.71 91.06 +2.07%
  Northern Trust US6658591044 3.70 103.61 +0.99%
  Affiliated Managers US0082521081 3.67 187.49 +1.54%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Neutral
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Buy
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