About AGLOX
Ariel Global Fund Investor Class is a global large-cap value mutual fund designed to achieve long-term capital appreciation by investing in equity securities of companies both within and outside the United States. The fund employs a contrarian investment strategy emphasizing patience, focus, and independent analysis—favoring differentiated companies with strong cash flows, low debt, and high barriers to entry, typically targeting long holding periods to capitalize on undervalued opportunities. The portfolio spans developed and emerging markets, maintaining significant exposure to non-U.S. stocks, with at least 40% of assets typically invested internationally. Sector exposure includes technology, consumer defensive, healthcare, communication services, and financials, reflecting its all-cap and cross-border approach. Ariel Global Fund’s process is benchmark-agnostic, relying on bottom-up stock selection and deep sector expertise while actively managing risk and minimizing short-term trading. The fund appeals to investors seeking diversified global equity exposure within a disciplined, value-oriented framework, and is managed by Ariel Investments, known for its long-term, independent perspective in portfolio construction. Minimum initial investment is $1,000, and the fund levies an expense ratio of 1.14%.
Fund Family Ariel Investments
Category World Large-Stock Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AGLOX
Share Class Investor Class
Index MSCI AC World TR USD
AGLOX had a total return of 31.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.95%.
