Ariel Appreciation

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Note: The following information has not been updated by the vendor since 07/19/04.

Address:	200 East Randolph Drive, Suite 2900
	Chicago, IL 60601
Phone # for sales:	1 800 292 7435
Additional Phone #:	312 726 0140
Fax:	312 726 7473
Website:	www.arielmutualfunds.com
Click link to request additional product information.
E-mail address:	thepatientinvestor@arielcapital.com

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Ariel Appreciation

Symbol: CAAPX

Portfolio contains these types of investments:

Mid-cap US companies that are selling at a discount to Private Market Value (PMV), financially strong, underfollowed on Wall Street, expected top grow at 10-15%/year and run by a committed and passionate management team. Typically, these companies are found in the consumer discretionary, financial services, materials and processing and consumer staples sectors of the market.

Minimum Investment: $1,000

1-Year Profit Projection: N/A

Brief fund description:

Ariel Appreciation Fund seeks long-term capital appreciation. The fund normally invests 80% of assets in equities with market capitalizations between $2.5 billion and $20 billion. It may invest the balance of assets in debt. The fund seeks environmentally responsible companies; it may not invest in issuers primarily involved in the manufacture of hand guns, nuclear energy, or tobacco. Prior to Sept. 6, 1994, the fund was named Calvert-Ariel Appreciation Fund. Funds that have merged into this fund: Washington Area Growth Fund on Sept. 16, 1991; Calvert Capital Value Fund on June 12, 1992; and Ariel Appreciation Fund C on Dec. 8, 1994.

Expenses TOP

Annual expense ratio: 1.20

Tax Efficiency: N/A

Load Type:

None

Load Percentage: N/A

Performance TOP

Performance 3 Months: 0.0

Performance Year to Date: 3.67

Performance 12 Months: 19.9

Performance 3 Years: 8.53

Performance 5 Years: 8.52

Additional Comments TOP

Fund Features:

E-statement delivery, $50 minimum automatic monthly investment plan, Education IRA's

Fund Strategy:

The fund invests in companies with market capitalizations primarily between $2.5 billion and $20 billion, with an emphasis on mid-cap stocks. It identifies the common stocks of undervalued companies with long-term growth potential. A stock will be held until it reaches its true value - usually three to five years

Fund | Expenses | Performance | Additional Comments

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