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Nasdaq - Delayed Quote USD

Ariel Focus Institutional (AFOYX)

14.71
+1.13
+(8.32%)
At close: 8:00:04 PM EDT
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  • Previous Close 13.58
  • YTD Return -3.87%
  • Expense Ratio 0.75%
  • Category Mid-Cap Value
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 61.85M
  • Beta (5Y Monthly) 1.06
  • Yield 1.30%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.21
  • Inception Date Jun 30, 2005

The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active Patience®, Independent Thinking, Focused Expertise, and Bold Teamwork. It is non-diversified.

Ariel Investments

Fund Family

Mid-Cap Value

Fund Category

61.85M

Net Assets

2005-06-30

Inception Date

More about Ariel Focus Institutional

Performance Overview: AFOYX

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Trailing returns as of 4/8/2025. Category is Mid-Cap Value.

YTD Return

AFOYX
3.87%
Category
21.28%
 

1-Year Return

AFOYX
1.69%
Category
55.83%
 

3-Year Return

AFOYX
0.85%
Category
11.08%
 

5-Year Return

AFOYX
15.66%
Category
11.93%
 

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Holdings: AFOYX

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Sector Weightings

SectorAFOYX
Financial Services   24.80%
Consumer Cyclical   18.37%
Industrials   16.68%
Energy   11.75%
Healthcare   10.40%
Basic Materials   5.39%
Consumer Defensive   5.36%
Technology   4.95%
Communication Services   2.30%
Real Estate   0.00%
Utilities   0.00%
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Recent News: AFOYX

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Research Reports: AFOYX

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