About AINIX
Ariel International Institutional Fund is a mutual fund dedicated to achieving long-term capital appreciation by investing primarily in equity securities of companies located outside the United States, with a focus on developed international markets. Managed by Ariel Investments, the fund employs a disciplined, value-oriented approach, seeking to identify high-quality, undervalued businesses across a range of sectors and market capitalizations. It emphasizes deep research, active management, and a bottom-up stock selection process, intentionally maintaining a portfolio that is distinct from its benchmarks and peers.
The fund typically holds a concentrated portfolio of about 47 stocks, aiming to exploit inefficiencies in international markets while maintaining a long investment horizon and lower portfolio turnover. With a minimum initial investment of $1,000,000 and an expense ratio of 0.91%, this institutional share class is tailored for large investors such as pension funds, endowments, and other entities seeking diversified exposure to non-U.S. equities. Through its strategic allocation and rigorous selection methodology, the Ariel International Institutional Fund plays a significant role in diversified portfolios by providing access to international value opportunities and complementing broader global investment strategies.
Fund Family Ariel Investments
Category Foreign Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol AINIX
Share Class Institutional Class
Index MSCI EAFE TR USD
AINIX had a total return of 16.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.00%.
