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Ariel Focus Institutional (AFOYX)

15.58 Down 0.07(0.45%) Sep 19
Prev Close:15.65
YTD Return*:10.67%
Net Assets*:68.97M
Yield*:0.83%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AFOYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SWK5.2714.75
NOV5.1619.05
WU5.042.67
MSFT4.9622.77
LMT4.7619.60

Fund Basics

Morningstar Overall Rating:
Total Assets:68.97M
Category:Large Value
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:10.67%
5y Avg Return:15.26%
Rank in Category (ytd):14
% Rank in Category (ytd):1.08%
Beta (3y):1.14
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies of any size in order to provide investors access to the best opportunities in companies of all market capitalizations. It seeks to hold investments for a relatively long period of time-generally five years. The fund invests primarily in high quality companies that are trading at low multiples of their actual or projected earnings. It does not invest in corporations whose primary source of revenue is derived from the production or sale of tobacco products or the manufacture of handguns. The fund is non-diversified. View More
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