Invaluable Insights
Invaluable Insights 2020
Legendary value investors discuss and debate the challenges of managing portfolios during a global pandemic.
Hunker down. Weather the storm.
Hunker down. Weather the storm.
Financial wellness advice in times of COVID-19 from Co-CEO and Chief Investment Officer, John W. Rogers, Jr.
Time to Short Apple
Barron’s Roundtable 2020 Part 2: Time to Short Apple
Rupal Bhansali elaborates on her contrarian stock picks.
High Risks, Healthy Reward
Barron’s Roundtable 2020 Part 1: High Risks, Healthy Reward
Rupal Bhansali shares her ideas on inflation, the twin deficits in the U.S., and the unsung technology hero across the U.S. economy—healthcare.
Passive Investing
Passive Investing "Is Not a Strategy"
Rupal Bhansali makes the case for actively managed value funds.
Mellody Hobson featured in Forbes
Mellody Hobson featured in Forbes
Mellody Hobson speaks to the power of paying your dues.
Mellody Hobson highlighted in The Journal of Investment Consulting
Mellody Hobson highlighted in The Journal of Investment Consulting
Mellody Hobson on diversifying personnel as well as portfolios.
Mellody Hobson on CNBC from J.P. Morgan’s EMEA CFO Forum
Mellody Hobson on CNBC from J.P. Morgan’s EMEA CFO Forum
Mellody Hobson offers her perspective on the American dream, the benefits of active value investing, and being a financial literacy evangelist.
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
2019 Tax Forms
Find tax form information, mailing dates, and which forms apply to you
Ariel Investments
Final income distribution and final capital gain distribution details are both now available
The Need for Non-Consensus Investing With Rupal Bhansali
Rupal Bhansali is highlighted as a rare female portfolio manager in the industry, and encourages young women to follow in her footsteps
Mellody Hobson on Diversity, Financial Literacy and Having a Point of View
Mellody Hobson encourages minorities to speak their truth and be bold
The David Rubenstein Show: Peer to Peer Conversations with John W. Rogers, Jr.
John W. Rogers, Jr. talks to David Rubenstein about what makes a great leader and his story to success
Risk Management and Return Management
Rupal J. Bhansali explains her unique approach to managing potential risks as well as returns
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 07/15/2020
Fund
Price
Change
YTD
Investor class
$53.92
$1.85
-17.11%
Institutional class
$54.02
$1.86
-16.96%
Investor class
$38.23
$1.06
-14.30%
Institutional class
$38.31
$1.06
-14.16%
Investor class
$11.93
$0.30
-13.55%
Institutional class
$11.93
$0.30
-13.43%
Investor class
$13.80
$0.10
-0.43%
Institutional class
$13.50
$0.09
-0.37%
Investor class
$15.58
$0.09
-0.51%
Institutional class
$15.08
$0.09
-0.33%
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