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.
Will ARGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ARGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.