Ariel Investments Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return9.31-5.2213.6815.45-0.38
    Category Average9.68-5.4017.8317.02-1.50
    Assets for Each Yr*4.604.064.324.784.80
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.38 5.74 11.00

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,800 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 83.63 0.96 Average
    International Stock 3.1 16.37 1.02 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    First American Financial Corp* Financial Services -3.09 3.20
    Keysight Technologies Inc* Technology 29.40 3.07
    JM Smucker Co* Consumer Defensive -11.86 3.05
    Lazard Ltd Shs A* Financial Services 8.90 2.99
    Northern Trust Corp* Financial Services 8.36 2.82
    Laboratory Corp of America Holdi* Healthcare 10.47 2.72
    The Interpublic Group of Compani* Consumer Cyclical 18.95 2.66
    KKR & Co LP* Financial Services 7.98 2.59
    Kennametal Inc* Industrials -17.29 2.57
    Jones Lang LaSalle Inc* RealEstate 14.23 2.21
    Zebra Technologies Corp* Industrials 47.04 2.00
    Mattel Inc* Consumer Cyclical -1.56 2.00
    Snap-on Inc* Industrials -12.81 1.92
    Nielsen Holdings PLC* Industrials -13.65 1.91
    CBRE Group Inc* RealEstate 9.51 1.70
    Viacom Inc B* Consumer Cyclical -10.94 1.69
    Charles River Laboratories Inter* Healthcare -3.22 1.67
    US Silica Holdings Inc* Basic Materials 2.80 1.62
    Bristow Group Inc* Energy 37.86 1.61
    Tegna Inc* Consumer Cyclical -21.09 1.52

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Fund Investor John W. Rogers 16.50
    Ariel Focus Investor Charles K. Bobrinsko 12.90
    Ariel Appreciation I John W. Rogers 12.10
    Ariel Discovery Inve Kenneth E. Kuhrt 7.30
    Ariel Global Institu Rupal J. Bhansali 6.40

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Global Institu Rupal J. Bhansali 6.40
    Ariel International Rupal J. Bhansali 6.40
    Ariel Discovery Inve Kenneth E. Kuhrt 7.30
    Ariel Appreciation I John W. Rogers 12.10
    Ariel Focus Investor Charles K. Bobrinsko 12.90