Ariel Investments Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return9.31-5.2213.6815.45--
    Category Average9.68-5.4017.8317.022.05
    Assets for Each Yr*4.604.064.324.784.78
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.45 7.55 14.56

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,783 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 84.40 0.96 Average
    International Stock 3.0 15.60 1.02 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Lazard Ltd Shs A* Financial Services 9.92 3.65
    Laboratory Corp of America Holdi* Healthcare 7.60 3.34
    First American Financial Corp* Financial Services 6.05 3.10
    Northern Trust Corp* Financial Services 7.38 3.08
    The Interpublic Group of Compani* Consumer Cyclical 7.84 3.03
    KKR & Co LP* Financial Services 9.59 2.88
    Kennametal Inc* Industrials 7.25 2.80
    Charles River Laboratories Inter* Healthcare -3.76 2.58
    Jones Lang LaSalle Inc* RealEstate 3.32 2.52
    Keysight Technologies Inc* Technology 7.74 2.46
    Zebra Technologies Corp* Industrials 18.64 2.41
    CBRE Group Inc* RealEstate 3.65 2.32
    Viacom Inc B* Consumer Cyclical 9.57 2.25
    Mattel Inc* Consumer Cyclical -0.59 2.18
    MSG Networks Inc Class A* Consumer Cyclical 6.67 2.18
    JM Smucker Co* Consumer Defensive -0.65 2.04
    Zimmer Biomet Holdings Inc* Healthcare 1.19 1.91
    Royal Caribbean Cruises Ltd* Consumer Cyclical 6.92 1.86
    Aflac Inc* Financial Services -3.24 1.83
    Bio-Rad Laboratories Inc* Healthcare 4.06 1.78

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Fund Investor John W. Rogers 16.10
    Ariel Focus Investor Charles K. Bobrinsko 12.50
    Ariel Appreciation I John W. Rogers 11.70
    Ariel Discovery Inve Kenneth E. Kuhrt 7.00
    Ariel Global Institu Rupal J. Bhansali 6.00

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Global Institu Rupal J. Bhansali 6.00
    Ariel International Rupal J. Bhansali 6.00
    Ariel Discovery Inve Kenneth E. Kuhrt 7.00
    Ariel Appreciation I John W. Rogers 11.70
    Ariel Focus Investor Charles K. Bobrinsko 12.50