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Finding Value in the Sell-Off

CNBC Fast Money Halftime Report | October 29, 2018

 
 

John Rogers finds opportunity in the sell-off and shares his stock picks.


This is a replay of a broadcast with John Rogers that occurred on CNBC’s Halftime Report on October 29, 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.

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 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.

Mr. Rogers discusses stocks which may be, or may have been, held in one or more of Ariel’s portfolios. 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 portfolios or of the portfolios themselves. For top ten holdings of Ariel’s mutual funds, click here.

Performance data quoted represent 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.

The 3%, 8%, and 8% returns for Ariel Fund quoted in the replay represents the 1, 3, and 5-year returns for the periods from 10/30/2017, 10/30/2015, and 10/30/2013, to 10/30/2018. During that period, the annualized returns for the Russell 2500™ Value Index and the S&P 500 Index were 0.57%, 8.99%, 7.07%, and 6.29%, 11.12%, and 11.02%, respectively.

For the period ended 9/30/2018, Ariel Fund’s Overall Morningstar Rating™ is three stars for the Investor Class and four stars for the Institutional Class among 373 Mid-Cap Value Funds. The Overall Morningstar Rating for the Fund’s Investor Class is derived only from the three-year rating of four stars among the 373 funds in the category for the period ended 9/30/2018 and the five-year rating of four stars among the 315 funds in the category for the period ended 9/30/2018. The Overall Morningstar Rating for the Fund’s Institutional Class is derived only from the three-year rating of four stars among the 373 funds in the category for the period ended 9/30/2018 and the five-year rating of four stars among the 315 funds in the category for the period ended 9/30/2018. ©2018 Morningstar, Inc. All Rights Reserved. The 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.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. These ratings change monthly. The top 10% of funds in an investment category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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