Ariel Investments Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return9.31-5.2213.6815.450.39
    Category Average9.68-5.4017.8317.02-2.18
    Assets for Each Yr*4.604.064.324.784.87
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.39 5.82 11.38

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,865 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 84.09 0.96 Average
    International Stock 3.2 15.91 1.02 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-18-18

      Sector YTD Return % % Net Assets  
    First American Financial Corp* Financial Services -1.86 3.20
    Keysight Technologies Inc* Technology 31.18 3.07
    JM Smucker Co* Consumer Defensive -2.64 3.05
    Lazard Ltd Shs A* Financial Services 3.94 2.99
    Northern Trust Corp* Financial Services 6.85 2.82
    MSG Networks Inc Class A* Consumer Cyclical 12.35 2.81
    Laboratory Corp of America Holdi* Healthcare 5.07 2.72
    The Interpublic Group of Compani* Consumer Cyclical 20.59 2.66
    KKR & Co LP* Financial Services 0.38 2.59
    Kennametal Inc* Industrials -14.75 2.57
    Jones Lang LaSalle Inc* RealEstate 17.41 2.21
    Zebra Technologies Corp* Industrials 40.18 2.00
    Mattel Inc* Consumer Cyclical -9.69 2.00
    Snap-on Inc* Industrials -17.12 1.92
    Nielsen Holdings PLC* Industrials -4.53 1.91
    CBRE Group Inc* RealEstate 10.60 1.70
    Viacom Inc B* Consumer Cyclical 2.11 1.69
    Charles River Laboratories Inter* Healthcare -1.22 1.67
    US Silica Holdings Inc* Basic Materials -12.74 1.62
    Bristow Group Inc* Energy 20.49 1.61

    Best 5-Year Relative Performance | More
    04-18-18

    Worst 5-Year Relative Performance | More
    04-18-18

    Lowest Expenses | More
    04-18-18

    Highest Expenses | More
    04-18-18

    Longest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Fund Investor John W. Rogers 16.40
    Ariel Focus Investor Charles K. Bobrinsko 12.80
    Ariel Appreciation I John W. Rogers 12.00
    Ariel Discovery Inve Kenneth E. Kuhrt 7.20
    Ariel Global Institu Rupal J. Bhansali 6.30

    Shortest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Ariel Global Institu Rupal J. Bhansali 6.30
    Ariel International Rupal J. Bhansali 6.30
    Ariel Discovery Inve Kenneth E. Kuhrt 7.20
    Ariel Appreciation I John W. Rogers 12.00
    Ariel Focus Investor Charles K. Bobrinsko 12.80