Nasdaq - Delayed Quote USD

Ariel Global Institutional (AGLYX)

15.32 +0.03 (+0.20%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
10,000
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Vanguard NTF
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • Scottrade NTF
  • Fidelity Advisor 401(k) ACT Shares
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Waddell & Reed Choice MAP Flex
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests primarily in equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below $3 billion. Under normal market conditions, the fund will invest at least 40% of its assets in countries other than the U.S.

Fund Overview

Category World Large-Stock Value
Fund Family Ariel Investments
Net Assets 62.62M
YTD Return 7.38%
Yield 5.08%
Morningstar Rating
Inception Date Dec 30, 2011

Performance & Risk

YTD Return 2.55%
5y Average Return 6.91%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

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