Mutual Fund Insights: Ariel Focus Fund (ARFFX)

In-depth Analysis of Ariel Focus Fund (ARFFX)

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See Ariel Focus Fund (ARFFX) performance details as of February 28, 2010

  

Last Trade: $9.91 on 3/19/2010, Change: -0.04 (-0.4%)

Experiment our closing price forecasting tool for Ariel Focus Fund (ARFFX) (alpha release)

  

Fund Manager - Charles K. Bobrinskoy

Fund Manager Tenure: 4.7 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Charles K. Bobrinskoy is vice chairman and director of research with Ariel Capital Management, LLC. Prior to joining Ariel in 2004, spent 21 years working at Citigroup, Inc.s Global Corporate and Investment Bank and its predecessor company, Salomon Brothers, Inc., ultimately serving as managing director and head of North American Investment Banking Branch Offices.  Get more insights on Charles K. Bobrinskoy

  

 What we like about Ariel Focus Fund (ARFFX)

Data for Ariel Focus Fund (ARFFX) as of February 28, 2010

• Ariel Focus Fund (ARFFX) management has been with Ariel Focus Fund for 4.7 years
• Ariel Focus Fund (ARFFX) has good short-term performance (1-year return 66.82% vs 54.22 % Large Value category average)
• Ariel Focus Fund (ARFFX) has a Morningstar rating of 4 and above
• Ariel Focus Fund (ARFFX) has an annual stock turnover rate of 42.00% vs Large Value average of 69.56%. It is good that Ariel Focus management does not trade extensively for its return.
• Ariel Focus Fund (ARFFX) has a lower management fee than its Large Value average: 1.25% vs 1.29%

  

 What we are cautious about Ariel Focus Fund (ARFFX)

Data for Ariel Focus Fund (ARFFX) as of February 28, 2010

• Ariel Focus Fund is a focused fund with 50.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Ariel Focus Fund (ARFFX) has a less-than-ideal mid-term performance (3-year return -5.19% vs -7.29 % Large Value category average)
• Ariel Focus Fund (ARFFX) ratio of up-years vs down years can be improved
• Ariel Focus Fund (ARFFX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.07 that is higher than category average of 20.8
• Even though Ariel Focus Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Ariel Focus Fund (ARFFX) performance details as of February 28, 2010

  

  

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Ariel Focus Fund (ARFFX) Net Asset

Track net asset change of Ariel Focus fund (ARFFX)

Date	Net Asset
02/2010	$38.00M
01/2010	$37.43M
11/2009	$37.15M

More historic net asset information on Ariel Focus Fund (ARFFX)

  

Ariel Focus Fund (ARFFX) Portfolio Allocation

Track portfolio allocation change of Ariel Focus fund (ARFFX)

Date	Cash	Stock	Bond	Other
09/2009	2.36%	97.64%	0%	0%
06/2009	2.75%	106.39%	0%	0%
03/2009	1.26%	98.74%	0%	0%

Click here to see more historic asset allocation information on Ariel Focus Fund (ARFFX)

  

Most Recent Top 10 Holdings in Ariel Focus Fund (ARFFX)

Discover what Ariel Focus Fund (ARFFX) manager is buying

30-Sep-09 Berkshire Hathaway Inc. B [6.32%] JOHNSON AND JOHNS DC [6.29%] IMS HEALTH INC [5.77%] ACCENTURE PLC. [5.62%] OMNICOM GP INC [5.2%] Dell Inc. [5.07%] TYCO INTL LTD SWZ [5.06%] MORGAN STANLEY [5%] A F L A C INC [4.81%] EXXON MOBIL CP [4.71%]

30-Jun-09 JOHNSON AND JOHNS DC [6.45%] IMS HEALTH INC [5.97%] Dell Inc. [5.77%] ILL TOOL WORKS INC [5.69%] Berkshire Hathaway Inc. B [5.57%] ACCENTURE LTD. [5.52%] eBay Inc. [5.3%] CARNIVAL CORP [4.68%] OMNICOM GP INC [4.67%] TOYOTA MTR CP ADS [4.61%]

31-Mar-09 JOHNSON AND JOHNS DC [6.45%] IMS HEALTH INC [5.97%] Dell Inc. [5.77%] ILL TOOL WORKS INC [5.69%] Berkshire Hathaway Inc. B [5.57%] ACCENTURE LTD. [5.52%] eBay Inc. [5.3%] CARNIVAL CORP [4.68%] OMNICOM GP INC [4.67%] TOYOTA MTR CP ADS [4.61%]

Click here for Stock Holding Change Map in Ariel Focus Fund (ARFFX)

  

Related books and products to Ariel Focus Fund (ARFFX)

  

Latest News on Ariel Focus (ARFFX)

See what is happening with Ariel Focus Fund (ARFFX)

Ariel's Fidler Bets Surviving Banks Will Grow (at TheStreet.com) See more news on Ariel Focus Fund (ARFFX)

 

Books and Resources

 

 

See more information on Ariel Focus Fund (ARFFX)

• Ariel Focus Fund Insights
• Ariel Focus Fund Performance Data
• Ariel Focus Fund News
• Ariel Focus Fund Score Explaination
• Ariel Focus Fund Manager Information
• Historic Ariel Focus Fund Asset Allocation Report
• Historic Ariel Focus Fund Top 10 Holding Tracking
• Historic Ariel Focus Fund Asset Under Management Tracking