Ariel Focused Value
Ariel Focused Value (Representative Portfolio)
Historical Sector Diversification as of December 31
| Sector Diversification(%) | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | |
|---|---|---|---|---|---|---|---|---|
| Technology | 3.3 | 12.9 | 12.8 | 9.4 | 9.4 | 13.8 | 15.9 | |
| Health Care | 11.2 | 8.6 | 14.2 | 16.8 | 17.9 | 14.5 | 15.9 | |
| Consumer Discretionary | 53.3 | 35.7 | 27.3 | 29.8 | 21.1 | 23.0 | 18.5 | |
| Consumer Staples | 0.0 | 0.0 | 2.6 | 0.0 | 0.0 | 5.9 | 3.3 | |
| Energy | 0.0 | 0.0 | 0.0 | 2.2 | 9.0 | 5.6 | 8.9 | |
| Materials and Processing | 0.0 | 0.0 | 2.4 | 1.0 | 0.0 | 0.0 | 0.0 | |
| Producer Durables | 13.6 | 17.9 | 14.4 | 15.6 | 21.0 | 11.9 | 11.2 | |
| Financial Services | 18.6 | 24.9 | 26.3 | 25.3 | 21.6 | 25.3 | 26.3 | |
| Utilities | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |

