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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 Fund
Ariel Fund Historical Sector Diversification as of December 31
| Sector Diversification(%) | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | |
|---|---|---|---|---|---|---|---|---|
| Technology | 5.85 | 5.51 | 4.26 | 3.20 | 1.75 | 0.00 | 0.41 | |
| Health Care | 7.25 | 7.63 | 12.88 | 7.84 | 9.08 | 13.05 | 14.66 | |
| Consumer Discretionary | 31.00 | 24.60 | 36.42 | 35.61 | 43.76 | 36.77 | 38.16 | |
| Consumer Staples | 2.86 | 7.96 | 8.26 | 11.34 | 7.97 | 5.26 | 2.14 | |
| Energy | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.50 | 2.75 | |
| Materials and Processing | 6.64 | 10.63 | 8.89 | 1.70 | 2.79 | 4.57 | 5.07 | |
| Producer Durables | 10.24 | 10.32 | 3.32 | 11.91 | 10.88 | 9.57 | 7.43 | |
| Financial Services | 36.16 | 33.35 | 25.97 | 28.40 | 23.77 | 28.28 | 29.34 | |
| Utilities | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
