Clarkston Partners Fund

3. Schwab Index Fund This fund technically tracks the Schwab index, which is essentially a Schwab-branded copycat of the Russell Index.

The information contained herein: Frontier market countries generally have smaller economies and even less developed capital markets than traditional emerging markets, and, as a result, the risks of investing in emerging market countries are magnified in frontier market countries. Concentrated yet diversified portfolios focus on our highest-conviction ideas We choose to go deep instead of broad, often taking a contrarian point of view. The Russell Index measures the performance of the largest 3, U.

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Data through 12/31/ Click here to return to the Fund Category Performance page.

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By remaining logged in as current user, you may not have access to the same fund information associated with your email. Funds Insights News People About. Upcoming Events See more events. Investment Strategies Small-cap investment strategies that address specific investment goals. Culture Royce's unique culture is closely aligned with our shareholders' interests.

Explore Our Mutual Funds. Narrow your search using filters. Types of Funds U. Style Value Core Growth. Mark Rayner Dilip Badlani. Investing in small cap and mid-cap stocks is more risky and more 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.

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.

It includes those Russell companies with lower price-to-book ratios and lower forecasted growth values. It includes approximately of the smallest securities based on a combination of their market cap and current index membership. Russell does not promote, sponsor or endorse the content of this web site. It includes leading companies. Average Annual Total Return does not reflect a maximum 4.

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 or click here. Please read the summary prospectus or full prospectus carefully before investing.

The inception date for the Institutional Class shares is December 30, Performance information for the Institutional Class prior to that date reflects the actual performance of the Fund's Investor Class and uses the actual expenses of the Fund's Investor Class, for such period of time , without any adjustments. For any such period of time, the performance of the Fund's Institutional Class would have been substantially similar to, yet higher than, the performance of the Fund's Investor Class, because the shares of both classes are invested in the same portfolio of securities, but the classes bear different expenses, which are primarily differences in distribution and service fees.

Estimated Earnings Growth 3 Using the natural log of each stock's market capitalization reduces the weight given to the largest companies in a simple averaging process. Source of Market Capitalization data: This measure is not a forecast of the Fund's performance. BNY Mellon 4 This characteristic measures companies' ability to pay interest expense with current profits. BNY Mellon 5 Source: FactSet 7 5-year beta is generated internally.

Zephyr Style Advisor 8 Current beta 1-year trailing is generated internally through FactSet and is based on daily security returns. See the Glossary for definitions of terms not defined above.

Fund performance is shown comparing it to a "benchmark" which may be a i broad-based securities market index ii a group of mutual funds with similar investment objectives, or iii a short term government backed debt obligation such as a U. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. A fund's portfolio may differ from the securities held in an index. Morningstar is a registered trademark of Morningstar, Inc.

Exchange—traded funds and open—ended mutual funds are considered a single population for comparative purposes. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three—, five—, and 10—year if applicable Morningstar Rating metrics.

While the year overall star rating formula seems to give the most weight to the year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Exposure reflects equity securities only and will sum to the equity exposure of the fund. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. There is no guarantee that the Fund will meet its investment objective and you can lose money.





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