November 15, 2016
John W. Rogers, Jr. discusses the importance of a leveled playing field for minority professional services firms.
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Ariel Fund pursues long-term capital appreciation by investing primarily in small- to mid-sized companies. Investing in small and mid-cap stocks is more risky and more volatile than investing in large cap stocks. The intrinsic value of the stocks in which Ariel Fund invests may never be recognized by the broader market. Ariel Fund concentrates a significant portion of its assets in the financial services and consumer discretionary sectors, and its performance may suffer if these sectors underperform the overall stock market.
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As quoted in the article, the 2009 year-end performance for Ariel Fund of +63.42% represents the one-year performance for the period ended December 31, 2016, and the average annualized returns for Ariel Fund as of September 30, 2016 since its November 6, 1986 inception was +11.19%. Current performance may be lower or higher than the performance data quoted. Click here for performance for the most recent month-end for Ariel Fund.
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