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Ariel Global Fund Institutional Class (AGLYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.65-0.07 (-0.42%)
As of 08:05AM EDT. Market open.
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Ariel Global Fund Institutional Class

Ariel Investment Trust

200 East Randolph Drive, Suite 2900

Chicago IL 60601

800-292-7435
Management Information
Rupal J. Bhansali,Lead Manager since December 29, 2011
Rupal Bhansali is chief investment officer and portfolio manager of Ariel’s international and global equity strategies. In this capacity, she oversees our global research effort and manages multi-billion dollar portfolios. She also co-manages our global concentrated strategy. Rupal joined Ariel in 2011 after 10 years with MacKay Shields where she was senior managing director, portfolio manager and head of international equities. Previously, she spent 5 years at Oppenheimer Capital, where she was responsible for international and global equity portfolios and was promoted to co-head of international equities. Additionally, Rupal has held various roles at other financial services firms since she began her career in 1989, including Soros Fund Management. In 2009, Forbes International Investment Report named her a “Global Guru,” in 2015, Barron’s recognized her as a “Global Contrarian,” and in 2017 PBS’s Consuelo Mack referred to her as an “unconventional thinker.” In January 2019, Rupal became the newest member of the prestigious Barron’s Investment Roundtable, which showcases “10 of Wall Street’s smartest investors.” She is a frequent guest on Bloomberg, CNBC and Fox Business News, and authored the book, Non-Consensus Investing: Being Right When Everyone Else Is Wrong. Rupal is an FSA credential holder, which is administered by the Sustainability Accounting Standards Board (SASB). Fluent in several Indian languages including Hindi, Rupal earned a Bachelor of Commerce in accounting and finance, as well as a Master of Commerce in international finance and banking from the University of Mumbai. She later earned an MBA in finance from the University of Rochester, where she was a Rotary Foundation Scholar.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large-Stock Value
Fund FamilyAriel Investments
Net Assets150.53M
YTD Return0.11%
Yield0.93%
Morningstar Rating★★★
Inception DateDec 29, 2011

Fund Operations

Last Dividend0.16
Last Cap Gain0.00
Holdings Turnover23.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAGLYXCategory Average
Annual Report Expense Ratio (net)0.89%1.07%
Prospectus Net Expense Ratio0.89%N/A
Prospectus Gross Expense Ratio1.02%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.19%
3 Yr Expense Projection298N/A
5 Yr Expense Projection537N/A
10 Yr Expense Projection1,224N/A
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