Ariel FundARAIX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$2.6B
Expense ratio
0.70%
1-year return
+21.1%
3 years, a year
+16.3%
5 years, a year
+7.1%
12-month yield
10.76%
Holdings
36
What it aims to do.
Ariel Funds fundamental objective is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSGE Madison Square Garden Entertainment Corp New | 5.47% |
| NVST Envista Holdings Corporation | 4.30% |
| CVSA Covista Inc. | 3.85% |
| MSGE Sphere Entertainment Co. | 3.77% |
| AMG Affiliated Managers Group, Inc. | 3.63% |
| BIO Bio-Rad Laboratories, Inc. | 3.63% |
| LAZ Lazard Inc | 3.60% |
| SJM The J M Smucker Company | 3.59% |
| CLB Core Laboratories Inc | 3.55% |
| CRL Charles River Laboratories International, Inc. | 3.53% |
More on ARAIX.
- ARAIX overview
- ARAIX holdings
- ARAIX risk
- ARAIX costs
- ARAIX money in and out
- ARAIX share classes
- Compare ARAIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.