Ariel Fund and Ariel Appreciation Fund make Money magazine’s list of featured funds.
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This article was written by Money. The information contained in this 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 and the information contained in this article are current as of the date of the reprint, but are subject to change. The information provided 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 intrinsic value of the stocks in which the Funds invests may never be recognized by the broader market. Investing in equity stocks is risky and subject to the volatility of the markets. Ariel Fund and Ariel Appreciation Fund concentrate a significant portion of their assets in the financial services and consumer discretionary sectors, and their performance may suffer if these sectors underperform the overall stock market. The Funds pursue long-term capital appreciation. Ariel Fund invests primarily in small- to mid-sized companies and Ariel Appreciation invests primarily in mid-sized companies.
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 for standardized performance, the expense ratio and performance data current to the most recent month-end for Ariel Fund and Ariel Appreciation Fund. The extraordinary performance shown for the recent short-term periods may not be sustainable and is not representative of the performance over longer periods.
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