Ariel Investments does not expect to distribute any capital gains for our mutual funds in 2010.
Money: "A Bounce-Back Month For Our Funds," August, 2010
Money magazine recently added Ariel Appreciation Fund to its recommended list of mutual funds.
Middle-class African-Americans are more likely than Whites to have curtailed their saving and investing in order to make it through the recession.
At Ariel Investments, the same team and philosophy that informs its flagship Ariel Fund guides two of its ‘other’ value funds: Ariel Focus Fund and Ariel Appreciation Fund.
U.S. News & World Report: "The Best Funds for the Long Term," Summer, 2010
US News & World Report compiled lists of the best long-term performers in some of the most popular fund categories.
Kiplinger's Personal Finance: "Winners Scorecard: Funds with the best returns"
These funds rose to the pinnacle in 11 categories for the past one, three, five, ten and twenty years.
Black Enterprise: "Why a Crisis Can Be Good for Your Finances" by Mellody Hobson, October 2010
The Ariel Investments 2010 Black Investor Survey reveals surprising new savings trends.
Forbes: “Don’t Sweat the Small Stuff” by John Rogers, Jr., June 11, 2010
Sharp downswings in the market offer investors the chance to buy great companies at bargain prices. When the market appears to be chaotic, it’s time to “be smart and seek opportunities.”
The 06/30/10 Ariel Investments Quarterly Report is now available.
To learn how our analysts and portfolio managers evaluate which stocks to purchase, read our recently featured company spotlights.
Ariel Investments’ Chairman and CEO, John W. Rogers Jr., discusses his patient investment philosophy with Steve Forbes on Intelligent Investing. Find out how our slow and steady approach helped us navigate the difficult markets and where we are finding value today.
Charlie Bobrinskoy, Vice-Chairman and Director of Research at Ariel Investments, shares why the current fear in the market creates an opportunity to buy quality companies at a discount.
Mellody Hobson, Ariel Investments president, brings you four simple tips to start saving for the holidays.
Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes 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. For standardized performance data and performance data current to the most recent month end, click on the "View full performance" links above.
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