August 6, 2018
Is value investing turning the corner? The Wall Street Journal examines the indicators.
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This article was prepared by The Wall Street Journal and was published on August 6, 2018. The information contained therein is not guaranteed as to its accuracy or completeness. The information and opinions contained in the article are subject to change. The information provided in this reprint 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.
Performance data quoted represent past performance. Past performance does not guarantee future results. Investing in equity stocks is risky and subject to the volatility of the markets. Investing in small and mid-cap stocks is more risky and more volatile than investing in large cap stocks.
A growth investment strategy seeks stocks that are deemed to have superior growth potential. Growth stocks offer an established track record and are perceived to be less risky than value stocks. A value investment strategy seeks undervalued stocks that show a strong potential for growth. The intrinsic value of the stocks in which a value strategy invests may be based on incorrect assumptions or estimations, may be affected by declining fundamentals or external forces, and may never be recognized by the broader market.
The article references stocks, none of which was held in Ariel’s mutual funds (the “Funds”) as of June 30, 2018. Portfolio holdings are subject to change. The performance of any single portfolio holding is no indication of the performance of the other holdings of the Funds or of the Funds themselves. For top ten holdings of Ariel’s mutual funds, click here.
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. Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation.