Ariel Focus FundARFFX

MUTUAL FUNDAriel
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$81.3M
Expense ratio
1.00%
1-year return
+35.1%
3 years, a year
+16.2%
5 years, a year
+8.3%
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 Corp5.44%
JNJ Johnson & Johnson5.40%
SLB SLB Ltd.5.27%
PHIN Phinia Inc.5.00%
PBH Prestige Consumer Healthcare Inc4.91%
CVX Chevron Corp.4.77%
B Barrick Mining Corp.4.73%
AMG Affiliated Managers Group, Inc.4.67%
SNA Snap-On Incorporated4.53%

More on ARFFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.