The Ariel Small Cap Value Tax-Exempt Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap small cap tax-exempt portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell 2000 Value Index®.
The Ariel Mid Cap Value Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap mid-cap portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell Midcap Value Index®.
The Ariel Small/Mid Cap Value Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap small/mid cap portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell 2500 Value Index®.
The Ariel Focused Value Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap mid/large cap portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell 1000 Value Index®.
Ariel Small Cap Value Wrap Composite
The Ariel Small Cap Value Wrap Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying small cap wrap client portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell 2000 Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
The Ariel Mid Cap Value Wrap Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying mid cap wrap client portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell Midcap Value Index®.
The Ariel Small/Mid Cap Value Wrap Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying small/mid cap wrap client portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell 2500 Value Index®.
Ariel Small Cap Value Taxable Composite
The Ariel Small Cap Value Taxable Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap small cap taxable portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell 2000 Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
Ariel Fund Composite
The Ariel Fund Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of the Ariel Fund, a series of Ariel Investment Trust, an open-end management investment company managed by Ariel Investments. The primary benchmark for this composite is the Russell 2500 Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
Ariel Focus Fund Composite
The Ariel Focus Fund Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of the Ariel Focus Fund, a series of Ariel Investment Trust, an open-end management investment company managed by Ariel Investments. The primary benchmark for this composite is the Russell 1000 Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
Ariel Non-Wrap⁄Zero Commission Mid Cap Value Composite
The Ariel Non-Wrap/Zero Commission Mid Cap Value Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap midcap portfolios managed by Ariel Investments that do not pay trading commissions. The primary benchmark for this composite is the Russell Midcap Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
Ariel Non-Wrap⁄Zero Commission Small/Mid Cap Value Composite
The Ariel Non-Wrap/Zero Commission Small/Mid Cap Value Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap small/mid cap portfolios managed by Ariel Investments that do not pay trading commissions. The primary benchmark for this composite is the Russell 2500 Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
Ariel Non-Wrap/Zero Commission Focused Value Composite
The Ariel Non-Wrap/Zero Commission Focused Value Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap mid/large cap portfolios managed by Ariel Investments that do not pay trading commissions. The primary benchmark for this composite is the Russell 1000 Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
Ariel Non-Wrap⁄Zero Commission Small Cap Value Composite
The Ariel Non-Wrap/Zero Commission Small Cap Value Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap small cap portfolios managed by Ariel Investments that do not pay trading commissions. The primary benchmark for this composite is the Russell 2000 Value Index®. To obtain a presentation please contact Krista Rivers at 800-725-0140, or write Ariel Investments, 200 East Randolph Drive, Suite 2900, Chicago, Illinois, 60601.
Ariel Concentrated Equity Composite (terminated 6.1.07)
The Ariel Concentrated Equity Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of that portion of the Masters’ Select Smaller Companies Fund, a series of the Masters’ Select Funds Trust, an open-end management investment company managed by Litman/Gregory Fund Advisors, LLC, sub-advised by Ariel Investments. Ariel Investments serves as one of four sub-advisers to the Masters’ Select Smaller Companies Fund. The primary benchmark for this composite is the Russell 2000 Value Index®.
Ariel Mid Cap Value Taxable Composite (terminated 12.31.04)
The Ariel Mid Cap Value Taxable Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap mid-cap portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell Midcap Value Index®.
Ariel Mid Cap Value Tax-Exempt Composite (terminated 12.31.04)
The Ariel Mid Cap Value Tax-Exempt Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of all fully discretionary, fee-paying, non-wrap mid-cap portfolios managed by Ariel Investments. The primary benchmark for this composite is the Russell Midcap Value Index®.
Ariel Premier Bond Fund Composite (terminated 6.10.05)
The Ariel Premier Bond Fund Composite focused on high quality fixed-income securities for which a ready market existed. Performance for the Composite consisted of the Ariel Premier Bond Fund, a series of Ariel Investment Trust, an open-end management investment company managed by Ariel Investments. Ariel Premier Bond Fund was sub-advised by Lehman Brothers Asset Management LLC (f/k/a Lincoln Capital Fixed Income Management Company, LLC), which was unaffiliated with Ariel Investments. The primary benchmark for this composite is the Lehman Brothers Aggregate Bond Index®.
Ariel Premier Growth Fund Composite (terminated 1.14.05)
The Ariel Premier Growth Fund Composite focused on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consisted of the Ariel Premier Growth Fund, a series of Ariel Investment Trust, an open-end management investment company managed by Ariel Investments. Ariel Premier Growth Fund was sub-advised by Lincoln Equity Management, LLC, which was unaffiliated with Ariel Investments. The primary benchmark for this composite is the Russell 1000 Growth Index®.
Ariel Balanced Composite (terminated 5.1.06)
The Ariel Balanced Composite focuses on earnings consistency and predictability, high quality management teams, and financial strength. Performance for the Composite consists of a fully discretionary, fee-paying institutional separate account in which the assets are divided between a mid-cap equity portfolio managed by Ariel Investmentsand a fixed income portfolio managed by a third-party, unaffiliated manager. The primary benchmark for this composite consists of a blend between 60% S&P500 & 40% Lehman Brother Gov/Corp. Indices.
