Ariel Investments Funds List | Morningstar

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Ariel Investments Funds List

Share Class Type

1 to 10 of 10 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Ariel Global Institutional	AGLYX	Global Large-Stock Value			10.66%	82	0.890%	Average	Institutional	$1.0 Mil
Ariel Global Investor	AGLOX	Global Large-Stock Value			10.44%	83	1.140%	Above Average	No Load	$1,000
Ariel International Institutional	AINIX	Foreign Large Value			10.42%	79	0.890%	Above Average	Institutional	$1.0 Mil
Ariel International Investor	AINTX	Foreign Large Value			10.19%	81	1.140%	Above Average	No Load	$1,000
Ariel Appreciation Institutional	CAAIX	Mid-Cap Value			6.22%	96	0.820%	Average	Institutional	$1.0 Mil
Ariel Fund Institutional	ARAIX	Mid-Cap Value			11.40%	58	0.680%	Low	Institutional	$1.0 Mil
Ariel Fund Investor	ARGFX	Mid-Cap Value			11.14%	64	0.990%	Average	No Load	$1,000
Ariel Appreciation Investor	CAAPX	Mid-Cap Value			5.95%	97	1.130%	Above Average	No Load	$1,000
Ariel Focus Institutional	AFOYX	Mid-Cap Value			14.68%	29	0.750%	Below Average	Institutional	$1.0 Mil
Ariel Focus Investor	ARFFX	Mid-Cap Value			14.50%	30	1.000%	Average	No Load	$1,000

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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