Ariel Fund Institutional Fund Quote
| ARAIX Fund | USD 73.87 0.12 0.16% |
PerformanceSolid
| Odds Of DistressLow
|
Ariel Fund is trading at 73.87 as of the 19th of July 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 73.99. Ariel Fund has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests in smallmid cap undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell 2500TM Index, measured at the time of initial purchase.. More on Ariel Fund Institutional
Moving together with Ariel Mutual Fund
Ariel Mutual Fund Highlights
| Fund Concentration | Ariel Investments Funds, Large Funds, Small Value Funds, Small Value, Ariel Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Ariel Fund Institutional [ARAIX] is traded in USA and was established 19th of July 2025. Ariel Fund is listed under Ariel Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Ariel Investments family. This fund presently has accumulated 2.79 B in assets under management (AUM) with minimum initial investment of 1000 K. Ariel Fund Institutional is currently producing year-to-date (YTD) return of 1.74% with the current yeild of 0.0%, while the total return for the last 3 years was 11.26%.
Check Ariel Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ariel Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ariel Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ariel Fund Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ariel Fund Institutional Mutual Fund Constituents
| IPG | Interpublic Group of | Stock | Communication Services | |
| CRL | Charles River Laboratories | Stock | Health Care | |
| FAF | First American | Stock | Financials | |
| JLL | Jones Lang LaSalle | Stock | Real Estate | |
| KKR | KKR Co LP | Stock | Financials | |
| SNA | Snap On | Stock | Industrials | |
| KMT | Kennametal | Stock | Industrials | |
| ZBRA | Zebra Technologies | Stock | Information Technology |
Ariel Fund Institutional Risk Profiles
| Mean Deviation | 1.02 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 |
Ariel Fund Against Markets
Other Information on Investing in Ariel Mutual Fund
Ariel Fund financial ratios help investors to determine whether Ariel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ariel with respect to the benefits of owning Ariel Fund security.
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