February 19, 2013
John W. Rogers, Jr. discusses his positive outlook for Ariel Fund in 2013 with Dow Jones Newswires.
This article was written by Dow Jones Newswires. 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 are 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.
Investing in small and mid-cap stocks is more risky and more volatile than investing in large cap stocks. The Fund concentrates a significant portion of its assets in the financial services and consumer discretionary sectors, and its performance may suffer if these sectors underperform the overall stock market. Ariel Fund pursues long-term capital appreciation by investing in small- to mid-sized undervalued companies that show strong potential for growth.
Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes the reinvestment of dividends and capital gains. The investment return and principal value of an investment will fluctuate so that an investor's 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 here for the expense ratio, standardized performance, and performance data current to the most recent month-end for Ariel Fund.
In this article, John W. Rogers, Jr. discusses a number of stocks held in Ariel Fund at the time of his interview. These stocks do not represent all of the holdings in the Fund. Portfolio holdings are subject to change. The performance of any single portfolio holding is no indication of the performance of other portfolio holdings of Ariel Fund. Click here for the current holdings.
For a fund prospectus, click here.