Ariel Focus Investor (ARFFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Ariel Focus Investor
Chicago IL 60601
200 East Randolph Drive, Suite 2900
Ariel Investment Trust
Management Information
Charles K. Bobrinskoy,Lead Manager since June 29, 2005
Charlie manages our focused value strategy—an all-cap, concentrated portfolio of U.S. stocks. He also spearheads Ariel’s thought leadership efforts and takes an active role in representing Ariel’s investment strategies with prospective investors, clients and major media. Prior to joining Ariel in 2004, Charlie spent 21 years as an investment banker at Salomon Brothers and its successor company Citigroup, where he rose to managing director and head of North American investment banking branch offices.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Value
Fund FamilyAriel Investments
Net Assets65.21M
YTD Return3.83%
Yield1.45%
Morningstar Rating★
Inception DateDec 29, 2011
Fund Operations
Last Dividend0.22
Last Cap Gain-5.00
Holdings Turnover17.00%
Average for CategoryN/A
Fees & Expenses
ExpenseARFFXCategory Average
Annual Report Expense Ratio (net)1.00%1.01%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.16%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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