REZI - Ariel Focus Fund Q1 2025 Commentary
2025-04-24 10:25:00 ET
Summary
- Given the significant downturn since the quarter ended, we are closely monitoring the turn of events and assessing the situation daily.
- The Ariel Focus Fund traded -3.88% lower in the quarter, short of the Russell 1000 Value Index’s +2.14% gain, but ahead of the S&P 500 Index’s -4.27% return.
- Despite the challenging backdrop, we believe the company offers a solid financial profile, including recurring revenue streams and rising operating profit margins.
- As of February 1, 2025, Ariel Focus Fund Investor Class had an annual net expense ratio of 1.00% and an annual gross expense ratio of 1.18%.
| Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes the reinvestment of dividends and capital gains, and represents returns of the Investor Class shares. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month end for Ariel Focus Fund may be obtained by visiting our website, arielinvestments.com . For the period ended March 31, 2025 the average annual returns of Ariel Focus Fund (Investor Class) for the 1-, 5-, and 10-year periods were +1.50%, +15.37%, and +6.05%, respectively. |