Just Posted
A closer look at the research and analysis that take place during the lifetime of featured Ariel stock holdings
Final income distribution and final capital gain distribution details are both now available
Why long-term investors and corporate leaders should view addressing economic inequality and improving diversity as critical forms of risk management
Mellody Hobson discusses her strategic plan for Ariel Investments
How John W. Rogers, Jr. launched America’s first Black-owned asset manager
John W. Rogers, Jr. and Ariel Fund were highlighted by CNBC
Morningstar highlighted Ariel Fund as an exemplary fund in its category based on the fund’s slugging percentage
Morningstar discusses how small caps and value are “back in a big way” and highlights Ariel Fund
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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