Ariel Investments and Charles Schwab present the Black Investor Survey Panel
The Black Investor Survey Panel
Join us for a conversation between leading financial services experts from Ariel Investments, Charles Schwab, and CNBC as they discuss the challenges driving the racial wealth opportunity gap.
Portfolio Manager Photos
Invaluable Insights 2021 Replay
Watch the replay: legendary value investors discussed and debated predictions for 2021; civil unrest in Washington, D.C.; the global pandemic; value vs. growth stocks, and much more.
John W. Rogers, Jr. and Mellody Hobson
How to Understand This Crazy Year in Investing—and What to Do Now
Mellody Hobson and John W. Rogers, Jr. say what worked over the past decade is unlikely to work over the next.
John W. Rogers, Jr.
Diverse Perspectives Lead to Better Decision Making
John W. Rogers, Jr. explains the advantages of diversity in business, and details steps all organizations can take.
Mutual Funds
No-load mutual funds for investment accounts, IRAs, 401(k) plans/rollovers, or college savings programs for individual investors.
Separate Accounts
Investment management for pension plans, foundations, endowments, other institutional investors, and their consultants.
Non-U.S. Investors
Global separate accounts for non-U.S. institutional investors and their consultants.
2020 Tax Forms
Find tax form information, mailing dates, and which forms apply to you
Company Spotlights
A closer look at the research and analysis that take place during the lifetime of featured Ariel stock holdings
Ariel Investments
Final income distribution and final capital gain distribution details are both now available
Ariel Investments
If 2020 has taught us anything, it is that everything is possible and nothing should ever be taken for granted
Mellody Hobson
This year, U.S. stock markets rallied from pandemic-triggered lows to reach record levels. Mellody Hobson discusses what investors should expect in 2021.
Rupal Bhansali
Rupal Bhansali argues that global stimulus efforts have propped up the market and explains why investors should look for value when nobody else is looking
John W. Rogers, Jr.
John W. Rogers, Jr. discusses stocks that will benefit from COVID-19 recovery and makes the case for value stocks outperforming large cap growth stocks in 2021
Mellody Hobson
Mellody stresses the value of hard work, the importance of financial literacy, and shares lessons learned
Ariel Investments
We are delighted to share a sample of the non-profit organizations our firm supports
Mutual Funds
No-load mutual funds for investment accounts, IRAs, 401(k) plans/rollovers, or college savings programs for individual investors.
Separate Accounts
Investment management for pension plans, foundations, endowments, other institutional investors, and their consultants.
Non-U.S. Investors
Global separate accounts for non-U.S. institutional investors and their consultants.
Fund Performance
as of 02/24/2021
Fund
Price
Change
YTD
Investor class
$79.46
$1.39
17.55%
Institutional class
$79.54
$1.39
17.59%
Investor class
$48.68
$0.73
12.37%
Institutional class
$48.76
$0.73
12.43%
Investor class
$16.41
$0.40
14.12%
Institutional class
$16.41
$0.39
14.12%
Investor class
$14.88
$-0.09
1.99%
Institutional class
$14.55
$-0.09
2.03%
Investor class
$17.69
$-0.06
5.80%
Institutional class
$17.11
$-0.06
5.75%
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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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