Morningstar

Ariel Focus Fund Investor Class ARFFX

Morningstar Medalist Rating
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Medalist Rating as of See Ariel Investments Investment Hub
  • NAV / 1-Day Return $19.60  /  +0.10 %
  • Fund Size $83.8M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.87%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis ARFFX

Will ARFFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARFFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARFFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ARFFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ariel Focus Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ARFFX

More ARFFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Barrick Mining Corp

5.32 4M
Basic Materials

BOK Financial Corp

5.22 4M
Financial Services

APA Corp

5.03 4M
Energy

SLB Ltd

4.81 4M
Energy

Bank of America Corp

4.57 4M
Financial Services

Chevron Corp

4.42 4M
Energy

Affiliated Managers Group Inc

4.28 4M
Financial Services

Mohawk Industries Inc

4.25 4M
Consumer Cyclical

Labcorp Holdings Inc

4.20 4M
Healthcare

Phinia Inc

4.20 4M
Consumer Cyclical

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