Ariel Focus FundAFOYX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$81.3M
Expense ratio
0.75%
1-year return
+35.5%
3 years, a year
+16.5%
5 years, a year
+8.5%
Holdings
30
What it aims to do.
Ariel Focus Funds fundamental objective is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| APA APA Corp. | 5.45% |
| BOKF BOK Financial Corp | 5.44% |
| JNJ Johnson & Johnson | 5.40% |
| SLB SLB Ltd. | 5.27% |
| PHIN Phinia Inc. | 5.00% |
| PBH Prestige Consumer Healthcare Inc | 4.91% |
| CVX Chevron Corp. | 4.77% |
| B Barrick Mining Corp. | 4.73% |
| AMG Affiliated Managers Group, Inc. | 4.67% |
| SNA Snap-On Incorporated | 4.53% |
More on AFOYX.
- AFOYX overview
- AFOYX holdings
- AFOYX risk
- AFOYX costs
- AFOYX money in and out
- AFOYX share classes
- Compare AFOYX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.