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Ariel Fund Institutional Class (ARAIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests in small/mid-sized undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies, and the fund generally will have a weighted average market capitalization between $1 billion and $7.5 billion.


1 month-1.42% 3 years+6.83%
3 months+1.17% 5 years--
1 year+5.54% Since inception+15.89%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return--+14.34%
Expense ratio0.72%1.15%
Risk 5 year sharpe ratio1.121.11
Net assets$2.0B$1.7B
Average market cap$4.1B$6.7B
Average P/E16.818.4
Portfolio turnover25%25%

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Fund Management and Purchase Info

Fund familyAriel Investments, LLC
Fund manager & tenureJohn Rogers / 29 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock98.77%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LAZ Lazard Ltd4.54%
KKR KKR & Co LP4.45%
ZBRA Zebra Technologies Corp4.19%
KMT Kennametal Inc4.13%
JLL Jones Lang LaSalle Inc3.65%
BRC Brady Corp3.52%
TGNA Tegna Inc3.39%
BIO Bio Rad Laboratories Inc3.34%
DNB Dun & Bradstreet Corp3.28%
CBG CBRE Group Inc3.28%