Ariel Investments Ariel Fund Q4 2024 Commentary

February 21, 2025 09:53:00 pm

Source: SeekingAlpha

2025-02-21 21:53:00 ET

Summary

Ariel Fund declined -0.66% in the quarter, falling shy of Russell 2500 Value and Russell 2500 Indices, which returned -0.26% and +0.62%, respectively.
Markets worldwide defied expectations in 2024 led by the dominating performance of mega-cap technology stocks known as the “magnificent seven.
We did not initiate or exit any positions in the quarter.

Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes the reinvestment of dividends and capital gains, and represents returns of the Investor Class shares. 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. Performance data current to the most recent month-end for Ariel Fund may be obtained by visiting our website, arielinvestments.com . For the period ended December 31, 2024, the average annual returns of Ariel Fund (Investor Class) for the 1-, 5-, and 10-year periods were +11.80%, +8.56%, and +7.62%, respectively.

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Ariel Investments Ariel Fund Q4 2024 Commentary