ARFFX Mutual Fund

ARFFX Mutual Fund (Ariel Focus Fund Investor Cl) is managed by Ariel Investments with $65.5M in net assets. ARFFX expense ratio is 1.00%, holding 30 positions across sectors including Energy, Financials, Health Care. Inception date: 2005-06-30.

ARFFX performance shows a YTD return of 8.35%. The 1-year return is 31.69% and the 5-year return is 6.28%. ARFFX dividend yield stands at 11.57%, paid annually.

ARFFX top holdings include Apa Corp (5.5%), Bok Financial (5.4%), JOHNSON AND JOHNSON (5.4%), Schlumberger Nv - Common (5.3%), Phinia Inc_None_None (5.0%). Go to all ARFFX holdings, ARFFX sectors, or ARFFX dividends.

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