Ariel Investment Trust: Ariel Focus Fund; Investor Class Shares (ARFFX)

15.96 -0.93%
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Bull case
3-year return above the benchmark
5-year return above the benchmark
Bear case
Low net assets
10-year return below the benchmark
15-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Bull case

  1. ARFFX 3-year return is 11.85%, which is in line with the 3-year return of the benchmark index (Russell 1000 Value TR USD), 13.07%.
  2. ARFFX 5-year return is 10.09%, which is in line with the 5-year return of the benchmark index (Russell 1000 Value TR USD), 10.76%.

Bear case

  1. ARFFX net assets are $52.50 million. This fund is not a popular choice with retail investors.
  2. ARFFX 10-year return is 11.5%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 13.6%.
  3. ARFFX 15-year return is 6.29%, which is lower than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 7.41%.
  4. ARFFX expense ratio is 1%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  5. Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.