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A closer look at the research and analysis that take place during the lifetime of featured Ariel stock holdings
Rupal Bhansali makes the case for actively managed value funds
Mellody Hobson on diversifying personnel as well as portfolios.
Legendary value investors discuss and debate the challenges of managing portfolios during a global pandemic
Mellody stresses the value of hard work, the importance of financial literacy, and shares lessons learned
We are delighted to share a sample of the non-profit organizations our firm supports
Fund Performance
as of 12/04/2020
Fund
Price
Change
YTD
Investor class
$65.45
$1.06
6.19%
Institutional class
$65.66
$1.07
6.52%
Investor class
$42.82
$0.68
5.51%
Institutional class
$42.98
$0.69
5.83%
Investor class
$13.98
$0.28
3.02%
Institutional class
$14.00
$0.29
3.32%
Investor class
$14.25
$-0.01
2.81%
Institutional class
$13.96
$0.00
3.03%
Investor class
$16.12
$0.07
2.94%
Institutional class
$15.61
$0.06
3.17%
Performance data quoted is past performance, which does not guarantee future results. All performance assumes reinvestment of dividends and capital gains. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than quoted. For month-end and standardized performance data and expense ratios, click the "View Full Performance" links above. Click here to download a Fund Prospectus.
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