Date updated:03-03-2007
John W. Rogers Jr. runs the Ariel funds and also writes a column for Forbes. The 5 year track record for Ariel is 11.16%, beating the S&P 500 by 5.14% per year. Ariel Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in the stocks of smaller companies with market capitalizations generally between $500 million and $2.5 billion. The Fund invests in undervalued companies that are widely misunderstood, ignored or underfollowed by institutional investors.
Current Returns:
1-Year: 11.50%
3-Year: 12.11%
5-Year: 12.07%
As of 1/31/07

-
HRB
H R Block Inc - $19.54
- +1.03%
- $19.47
Rogers thinks the company is worth $27. Thinks that the tax code is so baffling that its 19.5mm clients are very sticky.

-
MKL
Markel Cp Hldg Co - $330.00
- +0.64%
- $328.27
No Analysis added

-
HEW
Hewitt Assoc Inc - $40.38
- +1.51%
- $40.34
No Analysis added

-
ENR
Energizer Hldgs I - $58.69
- -0.86%
- $59.58
No Analysis added

-
JNS
Janus Cap Gp Cmn - $14.01
- +1.74%
- $13.93
No Analysis added

-
JLL
Jones Lang Lasall - $52.16
- +2.15%
- $51.81
No Analysis added

-
IFIN
Ifin - $0.00
- N/A
- $N/A
No Analysis added

-
IEX
Idex Cp - $30.21
- -0.20%
- $30.48
No Analysis added
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