About ARFFX
Ariel Focus Fund Investor Class is a non-diversified mutual fund designed to achieve long-term capital appreciation by investing primarily in equity securities across companies of any size. Managed with a disciplined, contrarian value approach, the fund emphasizes patience, in-depth research, and independent thinking, seeking to uncover opportunities where it believes the market has undervalued quality businesses. It generally holds a concentrated portfolio of high-conviction positions, which can result in significant allocations to a select group of holdings, often exceeding half the portfolio in its top ten stocks. The fund’s investment process is benchmark-agnostic and typically eschews short-term market trends, focusing instead on bottom-up stock selection based on low price-to-earnings multiples and a margin of safety. With an annual expense ratio capped at 1.00% for the Investor Class and a minimum initial investment of $1,000, Ariel Focus Fund serves investors seeking exposure to a focused, actively managed value strategy. Its sector exposures are frequently concentrated in financial services, industrials, and technology, reflecting the team’s deep sector expertise.
Fund Family Ariel Investments
Category Mid-Cap Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ARFFX
Share Class Investor Class
Index Russell 1000 Value TR
ARFFX had a total return of 11.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.08%.
