February 28, 2017
John Rogers shares his recent stock purchases and names other fund managers he admires.
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Investing in small- and mid-cap stocks is more risky and volatile than investing in large cap stocks. Investing in equity stocks is risky and subject to the volatility of the markets. The intrinsic value of the stocks in which Ariel Fund invests may never be recognized by the broader market. Ariel Fund often invests a significant portion of its assets in companies within the financial services and consumer discretionary sectors, and its performance may suffer if these sectors underperform the overall stock market. Ariel Fund pursues long-term capital appreciation by investing in small/mid-sized undervalued companies that show strong potential for growth.
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. As quoted in the article, Ariel Fund’s 12-month return for the period ending February 7, 2017 was 35.45%. Click here for the expense ratio and standardized performance data current to the most recent quarter- and month-end periods for Ariel Fund.
This reprint represents an article written by Barron’s. The information contained in the article is not guaranteed as to its accuracy or completeness. This material should not be considered an offer for any of the securities referenced. The information and opinions contained in the article were current as of the date of the reprint but are subject to change. The information provided does not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security.
In this article, Mr. Rogers discusses stocks held in Ariel Fund at the time of the interview. These stocks do not represent all of the holdings in Ariel Fund. Portfolio holdings are subject to change. The performance of any single portfolio holding is no indication of the performance of other portfolio holdings of Ariel Fund. Click here for current holdings of Ariel Fund.
As quoted in the article, the funds in Morningstar’s Mid-Cap Blend category returned 27.48% for the period ending February 7, 2017. Morningstar, Inc. is a nationally recognized organization that reports performance and calculates rankings for mutual funds. Each fund is included in a Morningstar category. The category return consists of simple averages of the returns of the funds in the category. © 2017 Morningstar, Inc. All Rights Reserved. The ranking information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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