Ariel Investments Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-5.2213.6815.45-12.7514.44
    Category Average-5.4017.8317.02-13.9814.44
    Assets for Each Yr*4.064.324.783.864.50
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 14.44 12.36 6.31

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,500 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 81.10 0.96 Average
    International Stock 2.7 18.90 1.01 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Northern Trust Corp* Financial Services 14.44 2.91
    Lazard Ltd Shs A* Financial Services 4.09 2.87
    Nielsen Holdings PLC* Industrials 17.62 2.49
    Snap-on Inc* Industrials 9.92 2.47
    KKR & Co Inc* Financial Services 23.97 2.32
    Zebra Technologies Corp* Industrials 34.20 1.99
    Stericycle Inc* Industrials 33.71 1.96
    Jones Lang LaSalle Inc* RealEstate 26.77 1.60
    Oaktree Capital Group LLC* Financial Services 26.54 1.54
    US Silica Holdings Inc* Basic Materials 58.96 1.52
    Stanley Black & Decker Inc* Industrials 11.89 1.47
    Simpson Manufacturing Co Inc* Industrials 10.16 1.42
    Zimmer Biomet Holdings Inc* Healthcare 21.21 1.38
    Mohawk Industries Inc* Consumer Cyclical 9.35 1.33
    Omnicom Group Inc* Consumer Cyclical 4.26 1.14
    BorgWarner Inc* Consumer Cyclical 10.33 0.98
    Littelfuse Inc* Technology 11.49 0.96
    BOK Financial Corp* Financial Services 16.31 0.92
    Progressive Corp* Financial Services 24.17 0.86
    Janus Henderson Group PLC* Financial Services 23.17 0.80

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Fund Investor John W. Rogers 17.30
    Ariel Focus Investor Charles K. Bobrinsko 13.70
    Ariel Appreciation I John W. Rogers 12.90
    Ariel Discovery Inve Kenneth E. Kuhrt 8.10
    Ariel Global Institu Rupal J. Bhansali 7.20

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Global Institu Rupal J. Bhansali 7.20
    Ariel International Rupal J. Bhansali 7.20
    Ariel Discovery Inve Kenneth E. Kuhrt 8.10
    Ariel Appreciation I John W. Rogers 12.90
    Ariel Focus Investor Charles K. Bobrinsko 13.70