AFOYX Mutual Fund

AFOYX Mutual Fund (Ariel Focus Fund Instl Cl) is managed by Ariel Investments with $27.3M in net assets. AFOYX expense ratio is 0.75%, holding 30 positions across sectors including Financials, Health Care, Industrials. Inception date: 2011-12-30.

AFOYX performance shows a YTD return of 14.97%. The 1-year return is 28.69% and the 5-year return is 9.38%. AFOYX dividend yield stands at 10.97%, paid annually.

AFOYX top holdings include Phinia Inc (5.8%), Johnson & Johnson - Common (5.7%), Affiliated Managers Group Inc. (5.5%), Bok Financial Corp. (5.4%), Bank of America Corp.: Financials (5.0%). Go to all AFOYX holdings, AFOYX sectors, or AFOYX dividends.

AFOYX can be compared against other funds. Use AFOYX overlap to find shared positions, or AFOYX vs another fund for a side-by-side view. AFOYX alternatives are available via the screener, along with tax-loss harvesting opportunities.