ARFFX Mutual Fund

ARFFX Mutual Fund (Ariel Focus Fund Investor Cl) is managed by Ariel Investments with $67.4M in net assets. ARFFX expense ratio is 1.00%, holding 30 positions across sectors including Financials, Health Care, Industrials. Inception date: 2005-06-30.

ARFFX performance shows a YTD return of 14.83%. The 1-year return is 28.38% and the 5-year return is 9.11%. ARFFX dividend yield stands at 11.04%, paid annually.

ARFFX 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 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.