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Ariel Appreciation Fund
Ariel Appreciation Fund

Historical Sector Weightings

As of December 31
Sector Diversification (%) 2007 2008 2009 2010 2011 2012 2013  
Technology 2.16 3.16 5.00 3.61 3.95 2.84 0.00  
Health Care 11.32 13.56 14.73 15.16 12.24 16.11 14.96  
Consumer Discretionary 31.22 39.13 32.66 41.68 40.17 33.37 31.73  
Consumer Staples 6.33 4.20 9.19 5.24 2.43 1.49 1.58  
Energy 0.00 2.12 0.00 0.00 2.84 1.95 1.40  
Materials and Processing 5.46 3.41 0.00 0.00 0.00 0.00 0.00  
Producer Durables 5.67 3.01 9.29 5.20 4.35 6.43 12.02  
Financial Services 37.84 31.41 29.13 29.11 34.02 37.81 38.30  
Utilities 0.00 0.00 0.00 0.00 0.00 0.00 0.00  

Represents percentage of total equity holdings in the portfolio.

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.