AGLOX : Ariel Global Fund Investor Class

AGLOX is a Allocation Market Total World with MODERATE fees.

AGLOX

Ariel Global Fund Investor Class

FI Score

32 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

32% FI Score
  • aglox
  • Mutual Fund
  • Allocation
  • Total World

Ariel Global Fund Investor Class

Expenses: 1.13% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permittted to invest in companies of any size, but typically will not invest in companies with market capitalizations below $1 billion. Under normal market conditions, the fund will invest at least 40% of its assets in countries other than the U.S.

Largest Holdings

Amount Holding
9.96% Microsoft Corp
8.30% Roche Holding AG Dividend Right Cert.
7.04% Gilead Sciences Inc
5.87% GlaxoSmithKline PLC
5.71% Philip Morris International Inc
5.66% China Mobile Ltd
3.90% Nintendo Co Ltd
3.79% Johnson & Johnson
3.78% Baidu Inc ADR
3.56% Berkshire Hathaway Inc Class B
3.47% Deutsche Boerse AG
2.89% Cie Generale des Etablissements Michelin SA
2.70% Verizon Communications Inc
2.34% Nippon Telegraph & Telephone Corp
1.89% Subaru Corp
1.80% Amdocs Ltd
1.59% NTT DOCOMO Inc
1.51% Quest Diagnostics Inc
1.36% Japan Tobacco Inc
1.36% EOG Resources Inc
1.26% Bridgestone Corp
1.10% KT&G Corp
0.97% Nokia Oyj ADR
0.91% Kasikornbank Public Co Ltd DR
0.83% Schlumberger Ltd

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