Ariel Focus Investor
200 East Randolph DriveSuite 2900Chicago IL 60601
Map
Phone: 800-292-7435
| Category: | Large Value | | Fund Family: | Ariel Investments, LLC | | Net Assets: | 47.90M | | Year-to-Date Return: | 13.97% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-2005 |
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Charles K. Bobrinskoy
Lead Manager since 30-Jun-2005 | | |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of companies of any size in order to provide investors access to the best opportunities in companies of all market capitalizations. It seeks to hold investments for a relatively long period of time-generally five years. The fund invests primarily in high quality companies that are trading at low multiples of their actual or projected earnings. It does not invest in corporations whose primary source of revenue is derived from the production or sale of tobacco products or the manufacture of handguns. The fund is non-diversified. |
| Last Dividend
(27-Dec-2012)
:
| 0.13 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(16-May-2013)
:
| N/A | | Average for Category: | 91.94% |
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| Expense | ARFFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.25% | 1.21% | | Prospectus Net Expense Ratio: | 1.25% | N/A | | Prospectus Gross Expense Ratio: | 1.58% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 425 | 533 | | 5 Yr Expense Projection*: | 773 | 833 | | 10 Yr Expense Projection*: | 1,756 | 1,678 |
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0.19(1.45%) 18 May