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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 medium- and large-sized companies
- > 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
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
- > Ariel Fund
- Fund Reports
Lipper Leaders
Total Return ratings reflect funds’ relative historical total return performance. Consistent Return ratings reflect funds’ relative historical risk-adjusted returns, adjusted for volatility. Tax Efficiency ratings reflect funds’ relative historical success in postponing taxable distributions. Expense ratings reflect funds’ expense minimization relative to peers with similar load structures.
Ariel Appreciation Fund, in Lipper’s Multi-Cap Core Funds classification, received the following ratings for the Overall, 3-, 5-, and 10-year periods, respectively: Total Return: Lipper Leader, Lipper Leader, Lipper Leader, 4; Consistent Return: 4, Lipper Leader, Lipper Leader, 3. Expense: 4, 4, 4, 3. Ariel Fund, in Lipper’s Mid-Cap Core Funds classification, received the following ratings for the Overall, 3-, 5-, and 10-year periods, respectively: Tax Efficiency: 4, 4, 4, 4; Expense: 4, 4, 4, 4. Ariel Focus Fund, in Lipper’s Large-Cap Value Funds classification, received the following ratings for the Overall, 3-, and 5-year periods, respectively: Tax Efficiency: Lipper Leader, Lipper Leader, Lipper Leader. Lipper Leaders ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. More information is available at www.lipperleaders.com. Thomson Reuters Copyright 2012, All Rights Reserved.
Lipper Leader Ratings
> The Lipper Leaders metrics
Lipper Leader rankings are as of April 30, 2012. Funds are ranked against their Lipper peer group classifications each month for 3-, 5-, 10-year, and overall periods. These ratings are based on an equal-weighted average of percentile ranks of the five Lipper Leaders metrics.
> For each metric:
- the top 20% of funds receive a rating of '5' and are named Lipper Leaders.
- the next 20% of funds receive a rating of '4'
- the middle 20% of funds receive a rating of '3'
- the next 20% of funds receive a rating of '2'
- the lowest 20% of funds receive a rating of '1'
