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Ariel Focus Investor (ARFFX)

15.28
-0.01
(-0.07%)
At close: 8:00:05 PM EDT
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  • Previous Close 15.29
  • YTD Return -8.94%
  • Expense Ratio 1.00%
  • Category Mid-Cap Value
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 58.55M
  • Beta (5Y Monthly) 1.12
  • Yield 1.17%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.18
  • Inception Date Dec 30, 2011

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

58.55M

Net Assets

2011-12-30

Inception Date

Performance Overview: ARFFX

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Trailing returns as of 5/21/2025. Category is Mid-Cap Value.

YTD Return

ARFFX
8.94%
Category
21.28%
 

1-Year Return

ARFFX
1.60%
Category
55.83%
 

3-Year Return

ARFFX
0.89%
Category
11.08%
 

5-Year Return

ARFFX
10.71%
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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