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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 medium- and large-sized companies
- > 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
- Fund Reports
Ariel Fund
Ariel Fund Historical Sector Diversification as of December 31
| Sector Diversification(%) | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | |
|---|---|---|---|---|---|---|---|---|
| Technology | 4.65 | 5.85 | 5.51 | 4.26 | 3.20 | 1.75 | 0.00 | |
| Health Care | 9.81 | 7.25 | 7.63 | 12.88 | 7.84 | 9.08 | 13.05 | |
| Consumer Discretionary | 32.51 | 31.00 | 24.60 | 36.42 | 35.61 | 43.76 | 36.77 | |
| Consumer Staples | 4.63 | 2.86 | 7.96 | 8.26 | 11.34 | 7.97 | 5.26 | |
| Energy | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.50 | |
| Materials and Processing | 4.96 | 6.64 | 10.63 | 8.89 | 1.70 | 2.79 | 4.57 | |
| Producer Durables | 9.63 | 10.24 | 10.32 | 3.32 | 11.91 | 10.88 | 9.57 | |
| Financial Services | 33.81 | 36.16 | 33.35 | 25.97 | 28.40 | 23.77 | 28.28 | |
| Utilities | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
