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Morningstar

Ariel Fund Investor ARGFX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
65.91  /  1.43 %
Total Assets
2.7 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Average
Longest Manager Tenure
36.07 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.05%
Turnover
33%

USD | NAV as of Nov 30, 2022 | 1-Day Return as of Nov 30, 2022, 11:04 PM GMT+00:00

Morningstar’s Fund Analysis ARGFX

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

Associate Director

Analyst Note

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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.

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