3rd Quarter 2022 Portfolio Manager Conference Call
Register Now
Co-CEOs John W. Rogers, Jr. and Mellody Hobson will be accompanied by our portfolio managers to provide an update on the markets. Join us on Friday, November 4, 2022 at 2:00 p.m. ET / 1:00 p.m. CT.
2021 ESG Annual Report
Ariel Investments Annual ESG Report Now Available
In our 2021 Annual Report, we outline our disciplined approach to what we call ‘active ESG’ and detail the outcomes we achieved over the past year.
2022 Black Investor Survey
Learn About the Results of the 2022 Black Investor Survey
Ariel released its 2022 Black Investor Survey, which revealed investor participation is at historic lows for both Black and white Americans.
Invaluable Insights 2022
Invaluable Insights Part III: What’s Next
Ariel Investments assembled legendary value investors for a lively debate on what’s ahead for investors in 2022, stock picks, and more.
empty boardroom
Introducing the Inaugural Black Corporate Directors Study
A new Ariel study of Black, Latino and Latina Fortune 500 board members shows companies struggle to operationalize diversity, equity and inclusion goals, despite greater board diversity.
Mellody Hobson: How the Fund Industry Can Make Real Progress on Diversity
An Early Adopter of ESG Values
Mellody Hobson discusses Ariel Fund’s 35-year track record and how ESG is in Ariel’s DNA.
John Rogers
John Rogers Is Winning
The Ariel Investments Co-CEO has triumphed in the boardroom and on the basketball court. Now he says value investing’s comeback is just beginning.
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.
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
John Oxtoby
Why long-term investors and corporate leaders should view addressing economic inequality and improving diversity as critical forms of risk management
Mellody Hobson
Mellody Hobson discusses her strategic plan for Ariel Investments
John Rogers
How John W. Rogers, Jr. launched America’s first Black-owned asset manager
John Rogers
John W. Rogers, Jr. and Ariel Fund were highlighted by CNBC
Screenshot
Morningstar highlighted Ariel Fund as an exemplary fund in its category based on the fund’s slugging percentage
Morningstar Logo
Morningstar discusses how small caps and value are “back in a big way” and highlights Ariel Fund
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 09/29/2022
Fund
Price
Change
YTD
Investor class
$61.24
$-1.60
-26.70%
Institutional class
$61.42
$-1.61
-26.52%
Investor class
$36.57
$-0.88
-23.35%
Institutional class
$36.72
$-0.88
-23.16%
Investor class
$13.74
$-0.28
-18.51%
Institutional class
$13.78
$-0.27
-18.32%
Investor class
$11.59
$-0.13
-21.85%
Institutional class
$11.35
$-0.11
-21.67%
Investor class
$15.70
$-0.21
-14.07%
Institutional class
$15.21
$-0.20
-13.92%
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.

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Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation