3 / 5 Stars
3 2 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#134 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.67 percent over the past year, 14.32 percent over the past three years, and 17.58 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.2%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities 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.
Fees are Low compared to funds in the same category.
Ariel Focus Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.