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Ariel Focused Value (Representative Portfolio)
Historical Portfolio Characteristics as of December 31

Market Capitalization ($ weighted avg. nlog — millions) 2005 2006 2007 2008 2009 2010 2011  
Ariel Focused Value 31710 43980 38400 24730 41510 43320 34560  
Russell 1000 Value 35190 47710 48790 32940 30110 33530 35170  
S&P 500 47510 53920 56600 38450 43770 48460 49810  
 
Price/Earnings (Forward)                
Ariel Focused Value 14.4 14.7 13.5 10.4 13.8 12.2 10.1  
Russell 1000 Value 13.2 13.5 13.2 10.3 13.9 12.8 11.2  
S&P 500 15.4 15.4 15.2 11.1 15.1 13.8 12.3  
 
Beta (Correlated to the Russell 3000 Index)                
Ariel Focused Value 0.93 0.96 0.94 0.96 0.81 0.92 0.95  
Russell 1000 Value 0.83 0.87 0.83 0.74 1.05 1.00 0.99  
S&P 500 0.94 0.95 0.90 0.81 0.94 0.97 0.93  
 
Number of Issues                
Ariel Focused Value 19 19 23 23 23 23 28  
Russell 1000 Value 645 611 618 654 679 668 656  
S&P 500 500 500 500 500 500 500 500  
 
Portfolio Turnover                
Ariel Focused Value N/A 44.8 34.6 44.8 52.3 41.1 35.9  


The Russell 1000® Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected growth values. The S&P 500® Index is the most widely accepted barometer of the market. It includes 500 blue chip, large cap stocks, which together represent about 75% of the total U.S. equities market.

 
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Past performance does not guarantee future results. © Ariel Investments, LLC. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC. Use of this website is subject to our Terms & Conditions of use. Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States. Original illustrations © Omar Rayyan 2007.