Ariel Fund has struggled in the recent market selloff, but it retains its Morningstar Analyst Rating of Bronze for its institutional shares and Neutral for its pricier investor shares.
Ariel Fund Investor ARGFX
NAV / 1-Day Return
72.23
/
0.14
%
Total Assets
2.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.000%
Expense Ratio
1.000%
Fee Level
Average
Longest Manager Tenure
35.53
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.05%
Turnover
24%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ARGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARGFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ARGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ARGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Ariel Fund Struggles in Recent Selloff; Ratings Unchanged
