Date updated:07-14-2007
From Barron's 7-16-07:
"Ariel Fund (ARGFX), which is in Morningstar's mid-cap blend category, has a one-year return of 27.5%, besting 60% of its peers. Its three-year annual return of 12.7% isn't terrible in absolute terms, but trails more than 90% of its Morningstar peers. It's similar for the five-year return, 14.3%, which puts it in the category's bottom 20%.
The fund, however, has a strong long-term record: Its 10-year annual return of 12.9% places in the top 20%.
Ariel Appreciation (CAAPX), which has more of a large-cap tilt but is in the mid-cap blend box, has a similar performance history.
The lead manager for both funds is John Rogers, a staunch value-investing practitioner who likes to buy and hold quality companies that he and his colleagues view as temporarily beaten down.
"In the last year, we have started to have a better performance of higher-quality stocks," says Charles Bobrinskoy, director of research at Ariel, who also is portfolio co-manager on the more recently established Ariel Focus Fund (ARFFX). "Until then, lower-quality names and highly leveraged companies did very well."
Top positions below.

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MKL
Markel Cp Hldg Co - $327.41
- -0.94%
- $327.00
No Analysis added

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ENR
Energizer Hldgs I - $56.98
- +1.66%
- $55.53
No Analysis added

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MHK
Mohawk Inds Inc - $44.21
- +1.68%
- $43.13
No Analysis added

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HEW
Hewitt Assoc Inc - $37.51
- +0.78%
- $36.95
No Analysis added

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JNS
Janus Cap Gp Cmn - $13.32
- +0.45%
- $13.01
No Analysis added

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HCC
Hcc Insurance Hld - $26.69
- -0.89%
- $26.77
No Analysis added

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JLL
Jones Lang Lasall - $50.28
- +0.30%
- $49.18
No Analysis added

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IEX
Idex Cp - $29.73
- -0.77%
- $29.83
No Analysis added
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