ARAIX Mutual Fund

ARAIX Mutual Fund (Ariel Fund Institutional Class) is managed by Ariel Investments with $1.75B in net assets. ARAIX expense ratio is 0.70%, holding 36 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2011-12-30.

ARAIX performance shows a YTD return of 12.28%. The 1-year return is 26.37% and the 5-year return is 7.17%. ARAIX dividend yield stands at 10.36%, paid annually.

ARAIX top holdings include Envista Holdings Corp Common Stock Usd (4.3%), Adtalem Global Education Inc (3.9%), Madison Square Garden Entertainment Corp. (3.8%), Affiliated Managers Group Inc. (3.6%), Bio-Rad Laboratories-A Common Stock (3.6%). Go to all ARAIX holdings, ARAIX sectors, or ARAIX dividends.

ARAIX can be compared against other funds. Use ARAIX overlap to find shared positions, or ARAIX vs another fund for a side-by-side view. ARAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.