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Ariel Funds (ARFFX)
General Fund Information
200 E. Randolph Drive Suite 2900 Chicago, IL 60601
(800) 292-7435www.arielinvestments.com
Category:Domestic Equity Funds
Style:Value
Assets: ($ millions)$41.6

Account min.:$1,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:1.00%
Max. defer. load: 
Max. front load: 
Avg. P/E:24.33
Avg. P/B:4.13
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Ariel Focus Fund seeks long-term capital appreciation. The Fund invests primarily in the stocks of companies with market capitalizations in excess of $10 billion that have environmentally sound policies. The Fund does not invest in corporations whose primary source of revenue is derived tobacco products or the manufacture of handguns and screens out nuclear energy companies.
Social Issues11/30/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date: 13.09%
Year to date: 13.09%
1 Year: 15.36%
Annualized returns:
3 Year: 5.58%
5 Year: 12.77%
10 Year: 5.89%
Since inception: 6.05%
Inception date: 06/30/05
Bear Market: -17.31%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-6.30
Alpha 5YR:-4.44
Beta 3YR:1.16
Beta 5YR:1.13
R. Squared 3YR:72.72
R. Squared 5YR:74.74
Sharpe 3YR:0.38
Sharpe 5YR:1.00
Std. Dev. 3YR:12.45
Std. Dev. 5YR:12.45
Sectors Pie Chart 
No fund sectors available

 

 
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