ARFFX Mutual Fund
ARFFX Mutual Fund
Ariel Focus Fund Investor Cl

ARFFX Mutual Fund Overview
ARFFX Mutual Fund (Ariel Focus Fund Investor Cl) is managed by Ariel Investments with $63.5M in net assets. ARFFX expense ratio is 1.00%, holding 30 positions across sectors including Financials, Energy, Health Care. Inception date: 2005-06-30.
ARFFX performance shows a YTD return of 8.35%. The 1-year return is 31.69% and the 5-year return is 6.28%. ARFFX dividend yield stands at 11.57%, paid annually.
ARFFX top holdings include APA Corp. (5.5%), Bok Financial Corp. (5.4%), Johnson & Johnson (5.4%), Schlumberger Nv. (5.3%), Phinia Inc (5.0%). View all ARFFX holdings, sector breakdown, or dividend history.
ARFFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ARFFX alternatives are available via the screener, along with tax-loss harvesting opportunities.