Share  |  Print
Value and Small Stocks Will Lead
Kiplinger’s Personal Finance
July 2021

For the July cover of Kiplinger’s, John W. Rogers, Jr. shared his mid-year outlook, including why he expects value to continue to lead.




By clicking the above link, you'll leave this site and go to a third-party website. Ariel does not control the content or privacy practices of the other website and does not endorse or accept responsibility for the content, policies, activities, products or services offered on the site.

Ariel Fund invests in small cap and mid-cap stocks, which is more risky and more volatile than investing in large cap stocks. Ariel Appreciation Fund invests in mid-cap stocks, which is more risky and more volatile than investing in large cap stocks. The intrinsic value of the stocks in which the Funds invest may never be recognized by the broader market. The Funds are often concentrated in fewer sectors than their benchmarks, and their performance may suffer if these sectors underperform the overall stock market. Investing in equity stocks is risky and subject to the volatility of the markets.

In this article John Rogers candidly discusses his opinions on the market, different sectors, and individual companies that were at the time of publication held in Ariel Fund and/or Ariel Appreciation Fund. These opinions are current as of the date of this article but are subject to change. The information provided in this article 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. 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.

Any holdings mentioned do not constitute all holdings in the Funds. 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. See current holdings information for Ariel Fund by clicking here. See current holdings information for Ariel Appreciation Fund by clicking here.

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.




 
You may also be interested in
 
 
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.

Check the background of Ariel Distributors, LLC on FINRA's BrokerCheck
Ariel Distributors, LLC is a member of the Securities Investor Protection Corporation