Ariel Focus Investor (ARFFX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.25%|
Performance & Risk
|5y Avg Return:||17.58%|
|Rank in Category (ytd):||47|
|% Rank in Category (ytd):||3.65%|
|Morningstar Risk Rating:||5|
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