Ariel Focus
200 East Randolph Drive Suite 2900 Chicago IL 60601
Map
Phone: 800-292-7435
| Category: | Large Value | | Fund Family: | Ariel | | Net Assets: | 34.30M | | Year-to-Date Return: | 22.21% | | Yield: | 0.64% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-05 |
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Charles K. Bobrinskoy
Lead Manager since
30-Jun-05 | | | Bobrinskoy is vice chairman and director of research with Ariel Capital Management, LLC. Prior to joining Ariel in 2004, spent 21 years working at Citigroup, Inc.s Global Corporate and Investment Bank and its predecessor company, Salomon Brothers, Inc., ultimately serving as managing director and head of North American Investment Banking Branch Offices. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of companies with market capitalizations in excess of $10 billion. It may invest up to 20% of total assets in securities of foreign companies. The fund is nondiversified. |
| Last Dividend
(29-Dec-08):
| 0.06 | | Last Cap Gain
(15-Nov-07):
| 0.27 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 75.44% |
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| Expense | ARFFX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 396 | $638 | | 5 Yr Expense Projection*: |
$ 686 | $966 | | 10 Yr Expense Projection*: |
$ 1,511 | $1,855 |
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0.34% Nasdaq 0.00%
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