Ariel Focus Fund
Fund offered by:
Ariel Investments
Ticker: ARFFXsocially responsibleMember of USSIF
3 out of 5 badges
A fund can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
See how we track fossil fuel investments
$3.71 MILLION
in fossil fuel investments
3
fossil fuel stocks found
6.64%
of assets flagged
Data as of 3/31/19
  For each fossil fuel category, we show the fund's exposure, or a green badge if it's clean.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Carbon Underground 200
Carbon Underground 200
Top 200 owners of coal and oil/gas reserves
4.94%
of assets
2
holdings
$2.76M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
+1 fossil free badge
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
6.64%
of assets
3
holdings
$3.71M
invested
Consumers utility sector
Macroclimate 30
Macroclimate 30
30 largest coal-fired utilities
No direct stock holdings
+1 fossil free badge
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
No direct stock holdings
+1 fossil free badge
All fossil fuel companies
3 holdings
3 holdings
  • 1. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    2.68% of assets
    $1.49M invested
  • 2. Apache Corp
    Carbon Underground 200Oil/gas industry
    2.27% of assets
    $1.27M invested
  • 3. National Oilwell Varco Inc
    Oil/gas industry
    1.7% of assets
    $948,384 invested
Share to spread the word that business as usual is killing the climate.
Ariel Focus Fund $ARFFX is 6.64% invested in fossil fuel stocks, with $3.71 MILLION invested across 3 equity holdings
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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: 6/30/19
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 
-3.95% less in annualized returns
Less invested in fossil fuels 
3.31% less invested
Higher carbon footprint 
19 tonnes CO2e/$1M USD higher
Less invested in Clean200 
1.78% 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: 6/30/19
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 
-3.95% less in annualized returns
Less invested in fossil fuels 
3.31% less invested
Higher carbon footprint 
19 tonnes CO2e/$1M USD higher
Less invested in Clean200 
1.78% 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: 6/30/19
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 
-3.95% less in annualized returns
Less invested in fossil fuels 
3.31% less invested
Higher carbon footprint 
19 tonnes CO2e/$1M USD higher
Less invested in Clean200 
1.78% 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
-0.4%
10%
4.19%
11%
6.64% 
Benchmark
IVV - iShares Core S&P 500 ETF
10%
14%
11%
15%
9.95% 
Fund compared to benchmark
 
-10.77%
-3.82%
-6.48%
-3.95%
3.32%  lower
Find more financial data on ARFFX at Morningstar.com
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