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Financial Crisis Survival Lessons

Consuelo Mack WealthTrack | April 12, 2019

 
 

Charlie Bobrinskoy shares lessons learned, favorite stocks, and behavioral finance traps with Consuelo Mack.


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 the Fund invests may never be recognized by the broader market. Ariel Fund is often concentrated in fewer sectors than its benchmarks, and its performance may suffer if these sectors underperform the overall stock market.

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.

Some of the holdings mentioned were, and may be held in Ariel Fund and/or other Ariel portfolios. 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 or of the performance of the Fund itself. Click here for the current schedule of holdings 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. Each fund is ranked within a universe of funds with similar investment objectives. Rankings are based on total returns. As quoted in the video, Ariel Fund (Investor Class) was ranked 1 out of 181 funds in the Mid-Cap Core Funds category for the period from March 9, 2009 (market bottom) through 03/31/2019. Rankings for the Institutional Class will differ For the period ended March 31, 2019, Ariel Fund ranked 274 out of 388, 58 out of 281, and 1 out of 181 among the funds in the Mid-Cap Core Funds category for the one-, five- and ten-year periods.

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. As quoted in the video, Ariel Fund outperformed its benchmark for the period since its inception 11/6/1986 through 03/31/2019; specifically, for the period Ariel Fund’s (Investor Class) average annual total returns were 11.09%, as compared to the Russell 2500™ Value Index that had a return of 10.90%.

An actively managed portfolio is more risky than a passively managed portfolio that replicates an index because it contains fewer stocks than its benchmark index. Indexes are unmanaged, and an investor cannot invest directly in an index. However, investors may invest in an index fund, which mimics the composition of an index. There are lower costs associated with index funds, as compared to actively managed funds.

Price-to-earnings ratio: A valuation ratio of a company’s share price to its per-share earnings. In general, a high "P/E ratio" suggests that investors are expecting higher earnings growth in the future compared to companies with lower P/E ratios. P/E ratio comparisons are more applicable for companies in the same industry, against the stock market in general or against the company's own historical P/E ratio.

This video was published by Consuelo MackTrack Inc. and is based on an interview with Charlie Bobrinskoy who candidly discusses individual securities. The opinions expressed are current as of the date of the article, but are subject to change. The information provided does not constitute information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular security. This material should not be considered an offer for any of the securities referenced. The information contained in the article is not guaranteed as to its accuracy or completeness.

 
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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