ARAIX Mutual Fund
ARAIX Mutual Fund
Ariel Fund Institutional Class

ARAIX Mutual Fund Overview
ARAIX Mutual Fund (Ariel Fund Institutional Class) is managed by Ariel Investments with $1.63B in net assets. ARAIX expense ratio is 0.70%, holding 36 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2011-12-30.
ARAIX performance shows a YTD return of 11.13%. The 1-year return is 30.23% and the 5-year return is 9.27%. ARAIX dividend yield stands at 10.47%, paid annually.
ARAIX top holdings include Madison Square Garden Entert (5.5%), Envista Holdings Corporation (4.3%), Adtalem Global Education Inc (3.9%), Affiliated Managers Group Inc. (3.6%), Bio Rad Laboratories A (3.6%). View all ARAIX holdings, sector breakdown, or dividend history.
ARAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ARAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.