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Separately Managed Accounts
Ariel Micro-Cap Value
Invests in deeply undervalued micro-cap companies- > Ariel Small Cap Value
Invests in high quality, undervalued small companies
- > Ariel Small/Mid Cap Value
Invests in high quality, undervalued small- and medium-sized companies
- > Ariel Mid Cap Value
Invests in high quality, undervalued medium-sized companies
- > Ariel Focused Value
Invests in a concentrated number of high quality, undervalued medium- and large-sized companies
- > Ariel International Equity (DM)
Invests in undervalued, quality franchises in overseas markets
- > Ariel International Equity (DM/EM)
Invests in undervalued, quality franchises in overseas and emerging markets
- > Ariel Global Equity
Invests in undervalued, quality franchises in markets around the world
Mutual Funds
- > Ariel Fund
Invests in high quality, undervalued small- and medium-sized companies
- > Ariel Appreciation Fund
Invests in high quality, undervalued medium-sized companies
- > Ariel Focus Fund
Invests in a concentrated number of high quality, undervalued companies across all market capitalization ranges
- > Ariel Discovery Fund
Invests in deeply undervalued small companies
- > Ariel International Equity Fund
Invests in undervalued, quality franchises in overseas markets
- > Ariel Global Equity Fund
Invests in undervalued, quality franchises in markets around the world
- Performance
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 the expense ratio and the standardized performance for the most recent quarter and month-end periods for the Fund.
Historical Performance
| Period | Ariel Discovery Fund
(Investor Class) |
Russell 2000 Value | S&P 500 Index | |
|---|---|---|---|---|
| 1Q 2011 | 3.30% | 6.54% | 3.47% | |
| 2Q 2011 | -8.33% | -2.65% | 0.10% | |
| 3Q 2012 | -18.59% | -21.47% | -13.87% | |
| 4Q 2011 | 16.86% | 15.97% | 11.82% | |
| Year Ended 2011 | -9.90% | -5.55% | -0.25% | |
| 1Q 2012 | 11.32% | 11.59% | 12.59% | |
| 2Q 2012 | 2.89% | -3.01% | -2.75% | |
| 3Q 2012 | 3.00% | 5.67% | 6.35% | |
| 4Q 2012 | -1.98% | 3.22% | -0.38% | |
| Year Ended 2012 | 15.65% | 18.05% | 16.00% | |
| Annualized Return
Since Inception 01/31/2011 through 12/31/2012 |
2.17% | 5.85% | 7.92% | |
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For definitions of terms used, see Glossary.
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The Russell 2000® Value Index measures the performance of the small-cap value segment of the U.S. equity universe. It includes those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values. Russell® is a trademark of Russell Investment Group, which is the source and owner of the Russell Indexes’ trademarks, service marks and copyrights. 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.
Investors should consider carefully the investment objectives, risks, and charges and expenses before investing. For a current summary prospectus or full prospectus which contains this and other information about the funds offered by Ariel Investment Trust, call us at 800-292-7435 or click here. Please read the summary prospectus or full prospectus carefully before investing. Distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC.
