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ARIEL INVESTMENT TRUST

CIK: 0000798365 Equity
Report date: 2026-02-26
AUM $55M
Expense Ratio —
Category Equity
State —
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-26

About this Fund

Ariel Investment Trust is a premier mutual fund company dedicated to providing top-notch asset management services, empowering investors to achieve their long-term financial goals through a diverse range of investment options. As a trusted name in the industry, Ariel Investment Trust specializes in managing an extensive portfolio of mutual funds, catering to the unique needs and risk tolerance of its valued clients. The company's investment offerings encompass a broad spectrum of equity, debt, and hybrid funds, carefully crafted to meet the distinct objectives of various investor segments. Whether investors are seeking aggressive growth, steady income, or a balanced approach, Ariel Investment Trust's mutual fund lineup is designed to address their specific requirements, allowing them to navigate the complexities of the market with confidence. With a strong focus on wealth management, Ariel Investment Trust's experienced team of investment professionals employs a rigorous research-driven approach to identify attractive opportunities, leveraging their expertise to construct and manage portfolios that optimize returns while minimizing risk. The company's investor-centric philosophy is built on a foundation of transparency, accountability, and exceptional customer service, fostering lasting relationships with its clients and establishing trust through consistent performance and open communication. Ariel Investment Trust's Systematic Investment Plan (SIP) facilities also enable investors to invest in a disciplined and periodic manner, helping them to capitalize on the benefits of long-term investing and avoid the pitfalls of market volatility. By offering a comprehensive suite of investment solutions, Ariel Investment Trust has become a preferred partner for individuals, institutions, and financial advisors seeking to create and preserve wealth, and its commitment to excellence has earned the company a reputation as a reliable and forward-thinking mutual fund provider in the asset management landscape. Ariel Investment Trust's key strengths lie in its ability to balance investment risk and potential returns, its adherence to a well-defined investment philosophy, and its dedication to providing personalized support to its clients. The company's investment approach is rooted in a deep understanding of the markets, a keen eye for opportunity, and a passion for delivering exceptional results. As a result, Ariel Investment Trust has garnered the trust of a diverse clientele, who value the company's expertise, integrity, and unwavering commitment to their financial well-being. By choosing Ariel Investment Trust, investors can tap into the collective knowledge and experience of a seasoned asset management team, gain access to a broad range of investment products, and benefit from a culture of excellence that prioritizes their needs and aspirations above all else. Through its relentless pursuit of investment excellence and client satisfaction, Ariel Investment Trust continues to solidify its position as a leading mutual fund company, poised to meet the evolving needs of investors in an ever-changing financial landscape.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

11 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 BMY Bristol-Myers Squibb Company Since 2026-05-10 110122108 Equity (Common)
2.16%
 $1.19 22,016
2 FDX FedEx Corporation Since 2026-05-10 31428X106 Equity (Common)
1.15%
 $0.63 2,193
3 CHKP Check Point Software Technologies Ltd. Since 2026-05-10 M22465104 Equity (Common)
1.92%
 $1.05 5,687
4 MTB M&T Bank Corporation Since 2026-05-10 55261F104 Equity (Common)
1.96%
 $1.07 5,330
5 HUM Humana Inc. Since 2026-05-10 444859102 Equity (Common)
1.17%
 $0.64 2,503
6 INTC Intel Corporation Since 2026-05-10 458140100 Equity (Common)
3.08%
 $1.69 45,836
7 CNP Centerpoint Energy Inc Since 2026-05-10 15189T107 Equity (Common)
1.90%
 $1.04 27,186
8 FSLR First Solar Inc Since 2026-05-10 336433107 Equity (Common)
3.53%
 $1.94 7,419
9 NTAP NetApp Inc. Since 2026-05-10 64110D104 Equity (Common)
1.89%
 $1.04 9,686
10 GILD Gilead Sciences Inc. Since 2026-05-10 375558103 Equity (Common)
1.27%
 $0.70 5,673
11 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
1.64%
 $0.90 36,140
Frequently Asked Questions — ARIEL INVESTMENT TRUST
What type of mutual fund is ARIEL INVESTMENT TRUST?
ARIEL INVESTMENT TRUST is a SEC-registered Equity fund, with $55M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, ARIEL INVESTMENT TRUST holds 11 portfolio positions, all detailed in the holdings table on this page.
What are ARIEL INVESTMENT TRUST's assets under management (AUM)?
ARIEL INVESTMENT TRUST has $55M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are ARIEL INVESTMENT TRUST's top holdings?
According to ARIEL INVESTMENT TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Bristol-Myers Squibb Company, FedEx Corporation, Check Point Software Technologies Ltd. , among others. The complete list of all 11 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is ARIEL INVESTMENT TRUST's expense ratio?
Expense ratio data for ARIEL INVESTMENT TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find ARIEL INVESTMENT TRUST's SEC filings?
ARIEL INVESTMENT TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000798365. You can access all of ARIEL INVESTMENT TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000798365). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is ARIEL INVESTMENT TRUST's holdings data on StockSifting?
Holdings data for ARIEL INVESTMENT TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.