Ariel Focus Institutional holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Ariel Focus Fund Institutional Class AFOYX
- NAV / 1-Day Return $19.75 / +0.10 %
- Fund Size $83.8M
- Adjusted Expense Ratio 0.750%
- Net Expense Ratio 0.750%
- Fee Level: Distribution Below Average
- Share Class Type Institutional
- Morningstar Category Mid-Cap Value
- Equity Style Box (Funds) Mid Value
- Minimum Initial Investment $1M
- Investment Status Open
- TTM Yield 0.87%
- Turnover Ratio 31%
Morningstar’s Analysis AFOYX
Will AFOYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |
United States