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
    01-17-18

      Sector YTD Return % % Net Assets  
    Zebra Technologies Corp* Industrials 19.25 4.82
    Lazard Ltd Shs A* Financial Services 8.30 4.65
    KKR & Co LP* Financial Services 8.50 4.46
    Jones Lang LaSalle Inc* RealEstate 3.25 3.97
    CBRE Group Inc* RealEstate 3.88 3.86
    Royal Caribbean Cruises Ltd* Consumer Cyclical 9.16 3.77
    Charles River Laboratories Inter* Healthcare -2.45 3.43
    Kennametal Inc* Industrials 3.82 3.41
    Bio-Rad Laboratories Inc* Healthcare 5.85 3.21
    MSG Networks Inc Class A* Consumer Cyclical 5.68 3.16
    Northern Trust Corp* Financial Services 7.01 3.08
    First American Financial Corp* Financial Services 9.14 3.06
    The Interpublic Group of Compani* Consumer Cyclical 7.04 3.04
    Laboratory Corp of America Holdi* Healthcare 8.24 2.83
    Adtalem Global Education Inc* Consumer Defensive 8.44 2.77
    Viacom Inc B* Consumer Cyclical 3.73 2.75
    Meredith Corp* Consumer Cyclical 0.76 2.60
    Mattel Inc* Consumer Cyclical -1.43 2.57
    Keysight Technologies Inc* Technology 10.60 2.48
    Anixter International Inc* Industrials 3.22 2.37

    Best 5-Year Relative Performance | More
    01-17-18

    Worst 5-Year Relative Performance | More
    01-17-18

    Lowest Expenses | More
    01-17-18

    Highest Expenses | More
    01-17-18

    Longest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Fund Investor John W. Rogers 16.10
    Ariel Focus Investor Charles K. Bobrinsko 12.60
    Ariel Appreciation I John W. Rogers 11.70
    Ariel Discovery Inve Kenneth E. Kuhrt 7.00
    Ariel Global Institu Rupal J. Bhansali 6.10

    Shortest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Global Institu Rupal J. Bhansali 6.10
    Ariel International Rupal J. Bhansali 6.10
    Ariel Discovery Inve Kenneth E. Kuhrt 7.00
    Ariel Appreciation I John W. Rogers 11.70
    Ariel Focus Investor Charles K. Bobrinsko 12.60