About ARAIX
Ariel Fund Institutional Class is an actively managed mutual fund focused on delivering long-term capital appreciation. It primarily targets undervalued small- and mid-cap U.S. companies that display strong potential for growth, following a value investing philosophy. The fund invests mainly in equity securities of firms within the market capitalization range of the Russell 2500 Index, but may occasionally hold companies outside this range to capitalize on unique opportunities. Its investment approach emphasizes patience, selectivity, and in-depth research, seeking companies with strong cash flows, manageable debt, quality products or services, and predictable fundamentals.
Ariel Fund Institutional Class typically maintains a concentrated portfolio with a significant portion allocated to its top holdings, investing across diverse sectors such as consumer cyclical, communication services, financials, and real estate. With over a decade of experienced management and a moderate expense ratio, the fund is positioned as a core holding in the mid-cap value segment. Its contrarian strategy and focus on long-term value make it a notable player among diversified U.S. equity funds.
Fund Family Ariel Investments
Category Small Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol ARAIX
Share Class Institutional Class
Index Russell 2500 Value TR
ARAIX had a total return of 20.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.49%.
