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Ariel Focus Institutional (AFOYX)

14.44
+0.03
+(0.21%)
At close: 8:00:05 PM EDT

Fund Summary

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 Focus Institutional

Chicago IL 60601
200 East Randolph Drive, Suite 2900

Fund Overview

Category Mid-Cap Value
Fund Family Ariel Investments
Net Assets 61.85M
YTD Return -3.87%
Yield 1.30%
Morningstar Rating
Inception Date Jun 30, 2005

Fund Operations

Last Dividend 0.21
Last Cap Gain 28.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense AFOYX Category Average
Annual Report Expense Ratio (net) 0.75% 1.01%
Prospectus Net Expense Ratio 0.75% --
Prospectus Gross Expense Ratio 0.87% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Charles K. Bobrinskoy, Lead Manager since June 30, 2005
Charlie manages our focused value strategy—an all-cap, concentrated portfolio of U.S. stocks. He also spearheads Ariel’s thought leadership efforts and takes an active role in representing Ariel’s investment strategies with prospective investors, clients and major media. Prior to joining Ariel in 2004, Charlie spent 21 years as an investment banker at Salomon Brothers and its successor company Citigroup, where he rose to managing director and head of North American investment banking branch offices.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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