MENU
Invest with Us
Invest
with Us
Value and Small Stocks Will Lead
Value and Small Stocks Will Lead
For the July cover of Kiplingers, John W. Rogers, Jr. shared his mid-year outlook, including why he expects value to continue to lead.
Authors John Oxtoby and Leah Yablonka
Narrowing the Gap: ESG White Paper
Why long-term investors and corporate leaders should view addressing economic inequality and improving diversity as critical forms of risk management.
Mellody Hobson
Ariel’s Mellody Hobson Hitting Her Stride As Co-CEO
Mellody Hobson discusses her strategic plan for Ariel Investments.
John W. Rogers, Jr.
Ariel Investments’ John Rogers: Taking a Contrarian View to Beat Markets and Prejudice
How John W. Rogers, Jr. launched America’s first Black-owned asset manager.
John W. Rogers
These 7 Value Stocks Will Benefit From an Economic Recovery
John W. Rogers, Jr. discusses how his patient and contrarian investing philosophy is paying dividends once again.
Mutual Funds
No-load mutual funds for investment accounts, IRAs, 401(k) plans/rollovers, or college savings programs for individual investors.
> Ariel Mutual Funds
Separate Accounts
Investment management for pension plans, foundations, endowments, other institutional investors, and their consultants.
> U.S. Investors
Non-U.S. Investors
Global separate accounts for non-U.S. institutional investors and their consultants.
> U.S. Investors
> Asia Pacific & Middle East Investors
Just Posted
1Q21 Mutual Fund Semi-Annual Report
1Q21 Mutual Fund Fact Sheets
1Q21 Separate Account Quarterly Commentary and Portfolio Manager Letters
1Q21 Mutual Fund Quarterly Commentary and Portfolio Manager Letters
Ariel Investments
Ariel Investments Adds Diverse Expertise to Leadership Team
Ariel Investments announces the appointment of two new leaders
Company Spotlights
Company Spotlights: 1Q21
A closer look at the research and analysis that take place during the lifetime of featured Ariel stock holdings
Morningstar Logo
Value Strikes Back
Morningstar discusses how small caps and value are “back in a big way” and highlights Ariel Fund
Ariel Investments
Ariel-Schwab Black Investor Survey 2020
The results of the 2020 Ariel-Schwab Black Investor Survey reveal that Black Americans are not benefitting from stock market growth at the same rate as white Americans
Ariel Investments
Introducing Ariel Alternatives and Project Black
Mellody Hobson announces the creation of Ariel Alternatives and Project Black
Rupal Bhansali
Barron’s Roundtable Part II:
28 Investment Ideas to Beat the Market This Year
Rupal Bhansali shares her stock picks for 2021
Screenshot
Category Kings
Ariel’s flagship fund, Ariel Fund, was ranked #3 in The Wall Street Journal’s list of top-performing midcap value funds for 2020
Ariel Investments
2020 Distributions
Final income distribution and final capital gain distribution details are both now available
Mutual Funds
No-load mutual funds for investment accounts, IRAs, 401(k) plans/rollovers, or college savings programs for individual investors.
> Ariel Mutual Funds
Separate Accounts
Investment management for pension plans, foundations, endowments, other institutional investors, and their consultants.
> U.S. Investors
Non-U.S. Investors
Global separate accounts for non-U.S. institutional investors and their consultants.
> U.S. Investors
> Asia Pacific & Middle East Investors
Fund Performance
as of 06/11/2021
Fund
Price
Change
YTD
Ariel Fund
View Full Performance
Investor class
$87.41
$0.54
29.31%
Institutional class
$87.58
$0.55
29.48%
Ariel Appreciation Fund
View Full Performance
Investor class
$53.69
$0.27
23.94%
Institutional class
$53.82
$0.27
24.09%
Ariel Focus Fund
View Full Performance
Investor class
$17.96
$0.05
24.90%
Institutional class
$17.98
$0.05
25.03%
Ariel International Fund
View Full Performance
Investor class
$15.57
$-0.03
6.72%
Institutional class
$15.24
$-0.03
6.87%
Ariel Global Fund
View Full Performance
Investor class
$18.32
$-0.02
9.57%
Institutional class
$17.74
$-0.02
9.64%
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.

Check the background of Ariel Distributors, LLC on
FINRA's BrokerCheck
Slow and steady wins the race.
Form ADV, Part 2 | Client Relationship Summary | Privacy Notice | Policies & Procedures | Terms & Conditions | Important Information for Non-US Investors
Past performance does not guarantee future results. © Ariel Investments, LLC. This website and all of its content is for informational and educational purposes only and should not be considered to be investment advice or a recommendation to buy or sell any particular security. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC. Use of this website is subject to our Terms & Conditions. The Ariel mutual funds referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to ineligible investors, investors for whom such products, funds or services are not suitable, or investors outside the United States.

Check the background of Ariel Distributors, LLC on FINRA's BrokerCheck
Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation