At Ariel Investments, the same team and philosophy that informs its flagship Ariel Fund guides two of its ‘other’ value funds: Ariel Focus Fund and Ariel Appreciation Fund. Click here to read, “One for All.”

This article was written by Investment Advisor and candidly discusses individual securities. The information contained in the article is not guaranteed as to its accuracy or completeness. This material should not be considered an offer for any of the securities referenced. The opinions expressed in this article were as of the date of the reprint but is subject to change. The information provided in this reprint does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security. The article discusses a number of stocks held in various Ariel portfolios. These stocks do not represent all of the holdings in any portfolio. Portfolio holdings are subject to change. The performance of a single portfolio holding is no indication of the performance of the other portfolio holdings or of the portfolios themselves.

Click on the following links for schedules of holdings for: Ariel Fund, Ariel Appreciation Fund and Ariel Focus Fund.

Performance data quoted is past performance and does not guarantee future results. The performance stated in this document assumes the reinvestment of dividends and capital gains. We caution shareholders that we can never predict or assure future returns on investments. The investment return and principal value of an investment with our Funds will fluctuate over time so that your shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Click on the following links for the expense ratio and the standardized performance current to the most recent quarter and month-end periods for: Ariel Fund, Ariel Appreciation Fund and Ariel Focus Fund.  Investing in small and mid cap stocks is more risky and volatile than investing in large cap stocks. Ariel Focus Fund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investment. Investing in equity stocks is risky and subject to the volatility of the markets.

Click here for a fund prospectus.
Click here for Ariel Investments’ current assets under management.