AFOYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Ariel Focus Institutional (AFOYX) Ownership - Who owns Ariel Focus Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

AFOYX

Net Assets

57.3M

Fund Existence

over 13 years

Turnover

19.00

Total Expense Ratio

0.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.87

Assets in Top Ten Holdings

37.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

17.6M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

28.00

Number of Net Holdings

29.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

52.81%

Gain YTD

-10.947

Annual Yield % from dividends

1.30

Returns for 1 year

-0.84

Returns for 3 years

-14.57

Returns for 5 years

49.12

Returns for 10 years

16.73

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General Information

Category MidCapValue

Profile

Fundamentals

Details