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    Ariel Focus Institutional (AFOYX)

    14.25 Up 0.16(1.14%) Dec 19
    Prev Close:14.09
    YTD Return*:8.47%
    Net Assets*:66.07M
    Yield*:0.89%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for AFOYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWK5.4818.97
    LMT5.2631.58
    IBM5.21-11.01
    NOV4.90-5.47
    WU4.798.14

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:66.07M
    Category:Large Value
    Annual Report Expense Ratio (net):0.83%

    Performance & Risk

    YTD Return:8.47%
    5y Avg Return:12.59%
    Rank in Category (ytd):80
    % Rank in Category (ytd):6.19%
    Beta (3y):1.22
    Morningstar Risk Rating:4

    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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