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Recessions, Rising Interest Rates and More

Bloomberg Daybreak: Americas | September 28, 2018

 
 

John Rogers shares stock picks and discusses his perspective on the market.


This is a replay of a broadcast with John Rogers that occurred on Bloomberg Daybreak Americas on September 28, 2018. Mr. Rogers candidly discusses his viewpoints of market conditions and certain specific companies. The information contained in the broadcast is not guaranteed as to its accuracy or completeness. It should not be considered investment advice. The opinions expressed in this article were current at the time of interview, but are subject to change.

The information provided in this replay 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. Past performance does not guarantee future results.

Investing in small- and mid-cap stocks is more risky and 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 is often concentrated in fewer sectors than its benchmark, and it may suffer if these sectors underperform the overall stock market.

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. Click here for the expense ratio and standardized performance data current to the most recent quarter- and month-end periods for Ariel Fund.

Past performance does not guarantee future results. Lipper, Inc. is a nationally recognized organization that reports performance and calculates rankings for mutual funds based on total returns. Each fund is ranked within a universe of funds with similar investment objectives. As quoted in the article, Ariel Fund’s (Investor Class) top rank in its category – no. 1 Mid-Cap Core fund (out of 212) since market's 2009 bottom is for the period of 3/9/2009 through 6/30/2018. Ariel Fund ranked 54 out of 419, 52 out of 301, and 19 out of 199 respectively, among Mid Cap Core funds in the Lipper universe, for the one-, five- and ten-year periods ending 9/30/2018. Lipper classifies Ariel Fund as a Mid Cap Core Fund.

The article references stocks which may be, or may have been, held in Ariel Fund. 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. Click here for the current schedule of holdings for Ariel Fund.

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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Past performance does not guarantee future results. © Ariel Investments, LLC. This website and all of its content is for informational and educational purposes only and should not be considered to be investment advice or a recommendation to buy or sell any particular security. The mutual funds offered by Ariel Investment Trust are distributed by Ariel Distributors, LLC, a wholly-owned subsidiary of Ariel Investments, LLC. Use of this website is subject to our Terms & Conditions. The Ariel mutual funds referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to ineligible investors, investors for whom such products, funds or services are not suitable, or investors outside the United States.

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Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation