Ariel Focus Fund
Fund offered by:
Ariel Investments
Ticker: ARFFXMember of USSIFsocially responsible
Fossil fuel grade: Fossil fuel exposure of 5.93% places the fund in the C grade range of between 4% and 7% exposure.Fossil fuel exposure of 5.93% places the fund in the C grade range of between 4% and 7% exposure.How we track fossil fuel investments
C
$3.39 MILLION
in fossil fuel investments
Fossil free badges
3 out of 5 badges
Legacy grade: Funds can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
3
fossil fuel stocks found
5.93%
of assets flagged
Data as of 6/30/19
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
4.55%
of assets
2
holdings
$2.6M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
5.93%
of assets
3
holdings
$3.39M
invested
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
No direct stock holdings
All fossil fuel companies
3 holdings
3 holdings
  • 1. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    2.48% of assets
    $1.42M invested
  • 2. Apache Corp
    Carbon Underground 200Oil/gas industry
    2.06% of assets
    $1.18M invested
  • 3. National Oilwell Varco Inc
    Oil/gas industry
    1.39% of assets
    $791,388 invested
Share to spread the word that business as usual is killing the climate.
Ariel Focus Fund $ARFFX is 5.93% invested in fossil fuel stocks, with $3.39 MILLION invested across 3 equity holdings
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on ARFFX at Morningstar.com
Current fund
ARFFX
Ariel Focus Fund
Family
Ariel Investments
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/19
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.74% less in annualized returns
Less invested in fossil fuels 
3.44% less invested
Higher carbon footprint 
1 tonnes CO2e/$1M USD higher
Less invested in Clean200 
1.59% less invested
Current fund
ARFFX
Ariel Focus Fund
Family
Ariel Investments
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/19
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.74% less in annualized returns
Less invested in fossil fuels 
3.44% less invested
Higher carbon footprint 
1 tonnes CO2e/$1M USD higher
Less invested in Clean200 
1.59% less invested
Current fund
ARFFX
Ariel Focus Fund
Family
Ariel Investments
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/19
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.74% less in annualized returns
Less invested in fossil fuels 
3.44% less invested
Higher carbon footprint 
1 tonnes CO2e/$1M USD higher
Less invested in Clean200 
1.59% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ARFFX - Ariel Focus Fund
-6.86%
7.63%
4.21%
8.64%
5.93% 
Benchmark
IVV - iShares Core S&P 500 ETF
2.89%
13%
10%
13%
9.37% 
Fund compared to benchmark
 
-9.75%
-5.03%
-5.86%
-4.74%
3.44%  lower
Find more financial data on ARFFX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find socially responsible funds that are five-badge fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction