Ariel Investments Mutual Funds List
Here you can find all mutual funds issued by Ariel Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.08%
- Avg. 1 Year Return
- 34.38%
- Avg. 5 Year Return
- 7.67%
- Median Risk/Return Score
- 43 / 100
Ariel Investments Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ariel Global Fund | Global Equities | Dec 29, 2011 | 1.13% | 24.09% | 10.38% | 13.20% | 84 | ||||||||
| Ariel International Fund | Foreign Large Cap Equities | Dec 29, 2011 | 1.13% | 19.00% | 7.50% | 12.78% | 43 | ||||||||
| Ariel Focus Fund | Mid Cap Value Equities | Jun 30, 2005 | 1.00% | 9.37% | 10.43% | 11.60% | 82 | ||||||||
| Ariel Fund | Mid Cap Value Equities | Nov 6, 1986 | 1.00% | 4.78% | 9.81% | 11.26% | 28 | ||||||||
| Ariel Appreciation Fund | Mid Cap Value Equities | Dec 1, 1989 | 1.12% | 9.51% | 8.50% | 11.75% | 40 |
Explore top Ariel Investments Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Ariel Investments Mutual funds by Risk/Return Score
The top Ariel Investments Mutual funds by PortfoliosLab Risk/Return Score are AGLOX (84) and ARFFX (82).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Ariel Global Fund | 84 | — | Dec 2011 | |
| Ariel Focus Fund | 82 | — | Jun 2005 | |
| Ariel International Fund | 43 | — | Dec 2011 | |
| Ariel Appreciation Fund | 40 | — | Dec 1989 | |
| Ariel Fund | 28 | — | Nov 1986 |
Best-Performing Ariel Investments Mutual funds Over 5 Years
The top Ariel Investments Mutual funds is AGLOX (12.34%).
Across the lineup, Ariel Investments Mutual funds show an average 1-year return of 34.38% and an average 5-year return of 7.67%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Ariel Global Fund | 12.34% | — | Dec 2011 | |
| Ariel International Fund | 9.70% | — | Dec 2011 | |
| Ariel Focus Fund | 6.79% | — | Jun 2005 | |
| Ariel Fund | 4.80% | — | Nov 1986 | |
| Ariel Appreciation Fund | 4.71% | — | Dec 1989 |
Lowest-Cost Ariel Investments Mutual funds
The top Ariel Investments Mutual funds is ARGFX (1.00%).
With an average expense ratio of 1.08%, Ariel Investments Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Ariel Fund | 1.00% | — | Nov 1986 | |
| Ariel Focus Fund | 1.00% | — | Jun 2005 | |
| Ariel Appreciation Fund | 1.12% | — | Dec 1989 | |
| Ariel International Fund | 1.13% | — | Dec 2011 | |
| Ariel Global Fund | 1.13% | — | Dec 2011 |
Highest-Yield Ariel Investments Mutual funds
The top Ariel Investments Mutual funds is AGLOX (13.20%).
Across the lineup, Ariel Investments Mutual funds show an average dividend yield of 12.12%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Ariel Global Fund | 13.20% | — | Dec 2011 | |
| Ariel International Fund | 12.78% | — | Dec 2011 | |
| Ariel Appreciation Fund | 11.75% | — | Dec 1989 | |
| Ariel Focus Fund | 11.60% | — | Jun 2005 | |
| Ariel Fund | 11.26% | — | Nov 1986 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
ARGFX vs. FLEUARGFX vs. VIMCXARGFX vs. SDVGXARGFX vs. VOOARGFX vs. QQQAINTX vs. SLMCXAINTX vs. VONGAINTX vs. VBAINTX vs. VGTAINTX vs. SPYCAAPX vs. SPYCAAPX vs. NASDXCAAPX vs. FIMVXCAAPX vs. SMVTXCAAPX vs. ACLAXARFFX vs. NMAVXARFFX vs. SPYARFFX vs. ACLAXARFFX vs. FMPOXARFFX vs. FASOXAGLOX vs. CSUAXAGLOX vs. CAEIXAGLOX vs. GCCHXAGLOX vs. FGIAXAGLOX vs. GIDGX