Ariel Focus Fund Quote
| ARFFX Fund | USD 17.79 0.23 1.31% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Ariel Focus is trading at 17.79 as of the 23rd of November 2024; that is 1.31 percent up since the beginning of the trading day. The fund's open price was 17.56. Ariel Focus has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ariel Focus Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
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 funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active Patience, Independent Thinking, Focused Expertise, and Bold Teamwork. More on Ariel Focus Fund
Moving together with ARIEL Mutual Fund
| 0.96 | ARAIX | Ariel Fund Institutional | PairCorr |
| 0.91 | ARGFX | Ariel Fund Investor | PairCorr |
| 0.94 | AFOYX | Ariel Focus Fund | PairCorr |
Moving against ARIEL Mutual Fund
ARIEL Mutual Fund Highlights
| Fund Concentration | Ariel Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Ariel Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Ariel Focus Fund [ARFFX] is traded in USA and was established 23rd of November 2024. Ariel Focus is listed under Ariel Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Ariel Investments family. This fund presently has accumulated 66.17 M in assets under management (AUM) with no minimum investment requirementsAriel Focus Fund is currently producing year-to-date (YTD) return of 19.63% with the current yeild of 0.01%, while the total return for the last 3 years was 4.39%.
Check Ariel Focus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on ARIEL Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ARIEL Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ariel Focus Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ariel Focus Fund Mutual Fund Constituents
| BX | Blackstone Group | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| NTRS | Northern Trust | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| REZI | Resideo Technologies | Stock | Industrials | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| SNA | Snap On | Stock | Industrials |
Ariel Focus Fund Risk Profiles
| Mean Deviation | 0.726 | |||
| Semi Deviation | 0.5698 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 |
Ariel Focus Against Markets
Other Information on Investing in ARIEL Mutual Fund
Ariel Focus financial ratios help investors to determine whether ARIEL Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ARIEL with respect to the benefits of owning Ariel Focus security.
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