Ariel ARGFX
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Buy the Funds, Not the Stock
… very low expectations. (I can see why Greggory Warren has it rated 4 stars and why John Rogers owns the stock in Ariel Fund ARGFX .) The other driver here that has little to do with how well shareholders are treated is that asset managers' shares naturally …
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When Rising Stars, Fallen Stars, and Steady Eddies Rate Bronze or Neutral
… the fund for past issues but also give it credit for addressing those problems and for its super cheap expense ratio. Ariel ARGFX has a Bronze rating, as well. On the plus side, manager John Rogers has a strong record on this fund dating back to 1986 …
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CAAPX Ariel Appreciation Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… The fund can effectively diversify large-cap-oriented portfolios.Firm founder John Rogers, who also manages Ariel Fund ARGFX , runs the show here. Rogers boasts more than 20 years of investment experience, specializing in small- and mid-cap stocks …
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Four Tiny but Potent Mutual Funds
… that should work well. Interestingly, the portfolio of fiscally strong but cheap stocks held up much better than did Ariel ARGFX and Ariel Appreciation CAAPX in 2008, yet they still enjoyed strong performances in 2009, as well. Today, the portfolio …
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Three Flavors of Focused Funds
… Not Too Hot, Not Too Cold ... The Ariel family of funds offers another take on concentration. Like Sound Shore, Ariel ARGFX and Ariel Appreciation CAAPX typically have fewer than 40 stocks, yet tend to keep even the top names at less than 5% of assets …
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Small- and Mid-Cap Funds With Moats in the Making
… happened to be narrow-moat funds. You can click here to replicate this screen. Here are three of the highlights. Ariel ARGFX Managers John Rogers and John Miller keep this mid-blend fund lean with fewer than 40 companies--firms that may be under …
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ARGFX Ariel Fund Analysis, Report, Research, 5 Star Rating – Morningstar
The fund's bold style can put it out of step with the market and have led to steep near-term losses.Long-tenured management.Good diversifier for a large-cap portfolio.Attractive risk/reward profile over the long haul.John Rogers, founder of Ariel Capital Management and architect of the firm's
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Lessons From the Recent Rally
… other lessons learned in the recent rally by managers we follow : New Normal = Old Rationalization Rogers has kept his Ariel ARGFX fully invested and still sees opportunity even after a nearly 95 % one - year gain through April 5 , 2010 . He thinks 2009 …
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midcap blend;
what is a good mid cap blend, is argfx -ariel fund, or wfrx-westport fund, or anything better
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FUNDX FundX Upgrader Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… tandem. But it's rare for it to own as many funds with overlapping portfolios as it does now. For instance, it owns Ariel ARGFX and Ariel Appreciation CAAPX as of Dec. 31, and both are top-10 holdings. Both own similar issues, but Appreciation is …