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The Rewards of Reining In Risk
Morningstar Magazine
October/November 2018

What is the biggest risk for international investors? Rupal Bhansali shares with Morningstar magazine.


This article was written by Morningstar. ©2018 Morningstar, Inc. The information contained in the excerpt is not guaranteed as to its accuracy or completeness. This material should not be considered an offer for any of the securities referenced. The opinions expressed in this article were current at the time of publication. 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.

In this interview, conducted in August 2018, Rupal Bhansali discusses a number of stocks held in Ariel International Fund and Ariel Global Fund at the time of her interview. These stocks do not represent all of the holdings in the Funds. 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 Fund itself. See current holdings information for Ariel International Fund by clicking here. See current holdings information for Ariel Global Fund by clicking here.

Foreign investments may underperform and may be more volatile than comparable U.S. stocks because of the risks involving foreign economies and markets, political systems, regulatory standards, currencies and taxes. The use of currency derivatives and exchange-traded funds (ETFs) may increase investment losses and expenses and create more volatility. Investments in emerging markets present additional risks, such as difficulties in selling on a timely basis and at an acceptable price. For a current summary prospectus or full prospectus click here.

Past performance does not guarantee future results. Morningstar, Inc. is a nationally recognized organization that reports performance and calculates rankings for mutual funds. The Morningstar Analyst Rating™ for funds is the summary expression of Morningstar’s forward-looking analysis of a fund. Morningstar Analyst Ratings are assigned globally on a five-tier scale running from Gold to Negative. A rating of Bronze indicates that Morningstar analysts perceive the fund to have advantages that clearly outweigh any disadvantages across the pillars, giving Morningstar the conviction to award the fund a positive rating. As is the case with any fund receiving a positive rating, Morningstar’s analysts expect the fund to beat its relevant performance benchmark and/or peer group within the context of the level of risk taken over a full market cycle (or at least five years). Funds rated Bronze may be working their way up the ratings scale as Morningstar’s analysts gain more familiarity and conviction in key pillars or working their way down based on degradation within specific pillars.

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.

 
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