Ariel Fund - Ariel Investment Trust
Shareclass
Ariel Fund Institutional Class (ARAIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Ariel Fund - Ariel Investment Trust
FUND COVERAGE
# of holdings28
% of assets79%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. J M Smucker Co/The2.78%$71.74M
- 2. Jones Lang LaSalle Inc3.49%$90.04M
- 3. Charles River Laboratories International Inc3.8%$98.09M
- 4. Northern Trust Corp2.63%$67.85M
- 5. DENTSPLY SIRONA Inc2.34%$60.27M
- 6. Paramount Skydance Corp0.71%$18.42M
- 7. Adtalem Global Education Inc3.61%$93.26M
- 8. Lazard Inc3.37%$87M
- 9. Norwegian Cruise Line Holdings Ltd3.35%$86.53M
- 10. BOK Financial Corp2.32%$59.77M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Madison Square Garden Sports Corp1.97%$50.93M
- 2. Gentex Corp2.39%$61.73M
- 3. Middleby Corp/The3.22%$82.99M
- 4. Carlyle Group Inc/The3.71%$95.7M
- 5. Axalta Coating Systems Ltd2.68%$69.26M
- 6. Mohawk Industries Inc3.32%$85.81M
- 7. ADT Inc2.3%$59.35M
- 8. Envista Holdings Corp4.28%$110.38M
- 9. Boyd Gaming Corp3.21%$82.73M
- 10. Bio-Rad Laboratories Inc3.61%$93.11M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Ariel Fund - Ariel Investment Trust
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$95.7M
3.71%
Borders high risk
1.0
$95.7M
3.71%
Total
1.0
$95.7M
3.71%
Holdings — 1 flagged holdings
1.
Carlyle Group Inc/The
:$95.7M
3.71%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Ariel Fund - Ariel Investment Trust ARAIX
Environment
Social
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