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Mutual Funds
- > Ariel Fund
Invests in high quality, undervalued small- and medium-sized companies
- > Ariel Appreciation Fund
Invests in high quality, undervalued medium-sized companies
- > Ariel Focus Fund
Invests in a concentrated number of high quality, undervalued companies across all market capitalization ranges
- > Ariel Discovery Fund
Invests in deeply undervalued small companies
- > Ariel International Equity Fund
Invests in undervalued, quality franchises in overseas markets
- > Ariel Global Equity Fund
Invests in undervalued, quality franchises in markets around the world
Separately Managed Accounts
Ariel Micro-Cap Value
Invests in deeply undervalued micro-cap companies- > Ariel Small Cap Value
Invests in high quality, undervalued small companies
- > Ariel Small/Mid Cap Value
Invests in high quality, undervalued small- and medium-sized companies
- > Ariel Mid Cap Value
Invests in high quality, undervalued medium-sized companies
- > Ariel Focused Value
Invests in a concentrated number of high quality, undervalued medium- and large-sized companies
- > Ariel International Equity (DM)
Invests in undervalued, quality franchises in overseas markets
- > Ariel International Equity (DM/EM)
Invests in undervalued, quality franchises in overseas and emerging markets
- > Ariel Global Equity
Invests in undervalued, quality franchises in markets around the world
- > Ariel Fund
Ariel Appreciation Fund
Ariel Appreciation Fund Historical Sector Diversification as of December 31
| Sector Diversification(%) | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | |
|---|---|---|---|---|---|---|---|---|
| Technology | 0.00 | 2.16 | 3.16 | 5.00 | 3.61 | 3.95 | 2.84 | |
| Health Care | 9.49 | 11.32 | 13.56 | 14.73 | 15.16 | 12.24 | 16.11 | |
| Consumer Discretionary | 53.41 | 31.22 | 39.13 | 32.66 | 41.68 | 40.17 | 33.37 | |
| Consumer Staples | 2.21 | 6.33 | 4.20 | 9.19 | 5.24 | 2.43 | 1.49 | |
| Energy | 0.00 | 0.00 | 2.12 | 0.00 | 0.00 | 2.84 | 1.95 | |
| Materials and Processing | 1.23 | 5.46 | 3.41 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Producer Durables | 4.97 | 5.67 | 3.01 | 9.29 | 5.20 | 4.35 | 6.43 | |
| Financial Services | 28.69 | 37.84 | 31.41 | 29.13 | 29.11 | 34.02 | 37.81 | |
| Utilities | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
