ARFFX : Ariel Focus Fund Investor Class

ARFFX is a US Stocks Market Large Value with HIGH fees.

ARFFX

Ariel Focus Fund Investor Class

FI Score

26 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

26% FI Score
  • arffx
  • Mutual Fund
  • US Stocks
  • Large Value

Ariel Focus Fund Investor Class

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

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 superior opportunities in companies of all market capitalizations. The essence of the fund's strategy is a combination of patience and stock selection. The fund seeks to hold investments for a relatively long period of time-generally three to five years or more. It is non-diversified.

Largest Holdings

Amount Holding
5.98% Oracle Corp
5.51% Lockheed Martin Corp
5.45% KKR & Co Inc Ordinary Shares
5.13% Snap-on Inc
5.07% The Western Union Co
5.06% Zimmer Biomet Holdings Inc
4.45% Johnson & Johnson
4.41% Lazard Ltd Shs A
4.34% Goldman Sachs Group Inc
4.21% Zebra Technologies Corp
3.97% Progressive Corp
3.70% BorgWarner Inc
3.46% Hanger Inc
3.44% ViacomCBS Inc Class B
3.31% JM Smucker Co
3.27% Laboratory Corp of America Holdings
3.13% Nielsen Holdings PLC
3.10% The Mosaic Co
3.06% First American Financial Corp
2.47% BOK Financial Corp
2.40% Bank of New York Mellon Corp
2.24% Adtalem Global Education Inc
2.00% Exxon Mobil Corp
1.99% Mohawk Industries Inc
1.98% Stanley Black & Decker Inc

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