About AGLYX
Ariel Global Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital appreciation. Managed by Ariel Investments since its inception in 2011, the fund primarily invests in equity securities of companies located both in the United States and internationally, including developed and emerging markets. Notably, the fund encompasses companies of all sizes but typically avoids those with market capitalizations below $3 billion. Its diversified portfolio reflects a contrarian, value-driven investment philosophy, emphasizing patience, independent thinking, and deep sector expertise. The fund seeks to identify fundamentally strong businesses trading below their intrinsic value and generally maintains a relatively low portfolio turnover, taking a long-term perspective on its holdings. Ariel Global Fund Institutional Class plays a significant role for institutional investors seeking broad global equity exposure with a cost structure that is competitive within its category, as indicated by its expense ratio positioned in the lower fee quintiles among peers.
Fund Family Ariel Investments
Category World Large-Stock Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol AGLYX
Share Class Institutional Class
Index MSCI AC World TR USD
AGLYX had a total return of 24.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.82%.
