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Ariel Focus Fund Institutional Class
AFOYX · NMFQS16.37
16.37
USD0.140.86%Sector weight
Sector
Equity %
Category Average
Financial Services
24.88%
17.82%
Consumer Cyclical
20.22%
10.96%
Industrials
16.36%
15.41%
Energy
11.36%
5.68%
Healthcare
7.97%
10.19%
Technology
6.61%
11.01%
Basic Materials
6.28%
4.94%
Consumer Defensive
4.25%
6.84%
Communication Services
2.07%
2.83%
Real Estate
0.00%
6.60%
Utilities
0.00%
7.73%
Government
0.00%
2.74%
Municipal
0.00%
0.00%
Corporate
0.00%
1.94%
Securitized
0.00%
0.00%
Cash and Equivalents
0.00%
95.32%
Derivative
0.00%
0.00%
World Regions
Region
Equity %
Category Average
North America
98.21%
95.05%
Europe Developed
0.68%
1.76%
United Kingdom
0.56%
1.82%
Asia Developed
0.36%
0.11%
Latin America
0.19%
0.59%
Japan
0.00%
0.25%
Australasia
0.00%
0.00%
Asia Emerging
0.00%
0.32%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.11%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
20.27K USD
18.88K USD
32.21K USD
Small
39.45%
33.12%
1.94%
Large
23.82%
10.95%
7.15%
Medium
15.87%
50.65%
90.56%
Micro
11.31%
0.71%
0.00%
Giant
9.46%
1.60%
0.36%
Valuation and Growth
Growth Rates
AFOYX.US
Category Average
Price/Prospective Earnings
12.24%
14.19%
Price/Cash Flow
7.89%
9.38%
Dividend Yield
2.06%
2.27%
Price/Book
1.46%
1.97%
Price/Sales
1.39%
1.13%
Valuation Rates
AFOYX.US
Category Average
Long-Term Earnings
10.15%
10.23%
Cash-Flow Growth
5.56%
8.04%
Sales Growth
5.21%
8.05%
Book-Value Growth
3.83%
2.34%
Historical Earnings
-1.52%
3.92%
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