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Morningstar

Ariel Focus Investor ARFFX

Morningstar Medalist Rating
Medalist Rating as of | See Ariel Investments Investment Hub
  • NAV / 1-Day Return 13.71  /  0.00
  • Total Assets 62.2 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.18%
  • Turnover 33%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 10:51 PM GMT+0

Morningstar’s Analysis ARFFX

Will ARFFX outperform in 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.

Strength in Ariel Focus Investor's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARFFX

More ARFFX Holdings
  • Current Portfolio Date
  • Equity Holdings 28
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snap-on Inc

6.55
4,022,806
Industrials

APA Corp

6.54
4,022,252
Energy

The Goldman Sachs Group Inc

6.03
3,706,171
Financial Services

BOK Financial Corp

5.41
3,322,049
Financial Services

Oracle Corp

5.06
3,112,036
Technology

Lockheed Martin Corp

4.67
2,870,490
Industrials

Mohawk Industries Inc

4.21
2,584,426
Consumer Cyclical

The Mosaic Co

4.10
2,521,156
Basic Materials

The Western Union Co

4.10
2,517,327
Financial Services

BorgWarner Inc

3.96
2,433,544
Consumer Cyclical