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Ariel Focus Investor (ARFFX)

14.37
-0.07
(-0.48%)
As of 8:05:07 AM EDT. Market Open.
Loading Chart for ARFFX
  • Previous Close 14.44
  • YTD Return -3.88%
  • Expense Ratio 1.00%
  • 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 1.11%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.18
  • 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

Performance Overview: ARFFX

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Trailing returns as of 4/15/2025. Category is Mid-Cap Value.

YTD Return

ARFFX
3.88%
Category
21.28%
 

1-Year Return

ARFFX
1.50%
Category
55.83%
 

3-Year Return

ARFFX
0.61%
Category
11.08%
 

5-Year Return

ARFFX
15.37%
Category
11.93%
 

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Holdings: ARFFX

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Sector Weightings

SectorARFFX
Industrials   15.40%
Energy   14.44%
Healthcare   12.25%
Technology   4.04%
Real Estate   0.00%
Utilities   0.00%

Recent News: ARFFX

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Research Reports: ARFFX

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