Ariel Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-5.0213.5815.47-12.659.91
    Category Average-5.3717.7717.08-13.9713.39
    Assets for Each Yr*4.034.284.753.834.10
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.91 5.24 4.27

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,096 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 80.34 0.91 Average
    International Stock 2.0 19.66 1.01 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Fund Investor John W. Rogers 17.80
    Ariel Focus Investor Charles K. Bobrinsko 14.20
    Ariel Appreciation I John W. Rogers 13.40
    Ariel Global Institu Rupal J. Bhansali 7.70
    Ariel International Rupal J. Bhansali 7.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Global Institu Rupal J. Bhansali 7.70
    Ariel International Rupal J. Bhansali 7.70
    Ariel Appreciation I John W. Rogers 13.40
    Ariel Focus Investor Charles K. Bobrinsko 14.20
    Ariel Fund Investor John W. Rogers 17.80