Ariel Investments Fund Family Report
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    • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-5.2213.6815.45-12.758.66
    Category Average-5.4017.8317.02-13.989.27
    Assets for Each Yr*4.064.324.783.864.29
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 8.66 6.56 5.27

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,292 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 80.22 0.96 Average
    International Stock 2.7 19.78 1.01 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    JM Smucker Co* Consumer Defensive 30.82 3.11
    Lazard Ltd Shs A* Financial Services -4.33 2.72
    Northern Trust Corp* Financial Services 4.80 2.66
    KKR & Co Inc* Financial Services 20.38 2.34
    The Interpublic Group of Compani* Consumer Cyclical 9.99 2.31
    Nielsen Holdings PLC* Industrials 3.39 2.09
    US Silica Holdings Inc* Basic Materials 7.32 2.06
    CBRE Group Inc* RealEstate 25.45 1.68
    Royal Caribbean Cruises Ltd* Consumer Cyclical 26.83 1.38
    Progressive Corp* Financial Services 39.14 0.96
    Houlihan Lokey Inc* Financial Services 24.95 0.91
    Littelfuse Inc* Technology 2.95 0.87
    Bio-Rad Laboratories Inc* Healthcare 32.29 0.77
    Janus Henderson Group PLC* Financial Services 6.76 0.63
    The Madison Square Garden Co A* Consumer Cyclical 8.33 0.59
    Thermo Fisher Scientific Inc* Healthcare 29.40 0.57
    Brady Corp Class A* Industrials 12.05 0.54
    Goldman Sachs Group Inc* Financial Services 17.71 0.04
    Kindred Biosciences Inc* Healthcare -24.38 0.03
    Strattec Security Corp* Consumer Cyclical -11.70 0.02

    Best 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Ariel Fund Investor 24 04-02-19
    Ariel Appreciation Investor 61 04-03-19
    Ariel Global Institutional 68 --
    Ariel International Institut 69 03-24-19
    Ariel Focus Investor 94 --

    Worst 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Ariel Discovery Investor 100 --
    Ariel Focus Investor 94 --
    Ariel International Institut 69 03-24-19
    Ariel Global Institutional 68 --
    Ariel Appreciation Investor 61 04-03-19

    Lowest Expenses | More
    06-18-19

    Fund Name Expense Ratio Analyst Report  
    Ariel Global Institutional 0.88 --
    Ariel International Institut 0.88 03-24-19
    Ariel Focus Investor 1.00 --
    Ariel Fund Investor 1.01 04-02-19
    Ariel Appreciation Investor 1.13 04-03-19

    Highest Expenses | More
    06-18-19

    Fund Name Expense Ratio Analyst Report  
    Ariel Discovery Investor 1.25 --
    Ariel Appreciation Investor 1.13 04-03-19
    Ariel Fund Investor 1.01 04-02-19
    Ariel Focus Investor 1.00 --
    Ariel Global Institutional 0.88 --

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Fund Investor John W. Rogers 17.60
    Ariel Focus Investor Charles K. Bobrinsko 14.00
    Ariel Appreciation I John W. Rogers 13.20
    Ariel Discovery Inve Kenneth E. Kuhrt 8.40
    Ariel Global Institu Rupal J. Bhansali 7.50

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Global Institu Rupal J. Bhansali 7.50
    Ariel International Rupal J. Bhansali 7.50
    Ariel Discovery Inve Kenneth E. Kuhrt 8.40
    Ariel Appreciation I John W. Rogers 13.20
    Ariel Focus Investor Charles K. Bobrinsko 14.00