- 2009 Capital Gains
- New York Times: "They Bulked Up on Bargain Stocks" featuring John W. Rogers, Jr., October 11, 2009
- Forbes: "Separating Luck From Skill" by John W. Rogers, Jr., November 2, 2009
- The Ariel/Hewitt study: 401(k) Plans in Living Color
Groundbreaking study reveals African-Americans and Hispanics significantly less prepared for retirement than their white and Asian counterparts.
- Black Enterprise: "How to Close the Savings Gap" by Mellody Hobson, October 2009
There will be no 2009 capital gains distributions for our mutual funds, including Ariel Fund, Ariel Appreciation Fund and Ariel Focus Fund. For Frequently Asked Questions about capital gains distributions, please click here.
Last year’s market downturn punished many investors, but also provided buying opportunities that value managers love. Find out how buying during times of maximum pessimism ultimately rewarded shareholders.
In his November 30, 2009 Forbes column, John W. Rogers, Jr., Founder and Chief Investment Officer of Ariel Investments, LLC, explains the differences between luck and skill when it comes to investing results.
In her October 2009 Black Enterprise column, Mellody Hobson, President of Ariel Investments, LLC, explains what business and government can do to address racial disparities in retirement investing.
- Portfolio Analysis
- Portfolio Company Spotlights
For updated information about our funds and to learn more about our investment approach, click here.
To learn how our analysts and portfolio managers evaluate which stocks to purchase, read our recently featured company spotlights.
Following one of the most volatile periods for the stock market in recent history, Ariel Investments chairman and CEO, John W. Rogers, Jr., sits down for an interview with Senior Morningstar Analyst, Mike Breen, and discusses how the recent economic climate has presented upside opportunities for Ariel Fund and Ariel Appreciation Fund.
With Christmas around the corner, it is never too early to start thinking about holiday shopping. Mellody Hobson, president of Ariel Investments is here to give you early savings strategies that will bring you holiday cheer long after the festivities are over.
| NAV | $ 36.17 |
| Daily Change | -1.93% |
| YTD Return | 53.26% |
| View full performance | |
| NAV | $ 33.53 |
| Daily Change | -1.84% |
| YTD Return | 53.95% |
| View full performance | |
| NAV | $ 9.28 |
| Daily Change | -1.17% |
| YTD Return | 31.26% |
| View full performance | |


