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Ariel Appreciation Fund Institutional Class (CAAIX)

US Funds

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32.60 -1.61 -4.71%

04/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 136.54M

Type: Fund

Market: United States

Issuer: Ariel Investments

Asset Class: Equity

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CAAIX Overview

Find basic information about the Ariel Appreciation Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CAAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 18.89%

Prev. Close34.21

Risk Rating

TTM Yield0.72%

ROE7.80%

IssuerAriel Investments

Turnover17%

ROA2.14%

Inception Date40907

Total Assets136.54M

Expenses0.83%

Min. Investment1,000,000

Market Cap9.79B

CategoryMid - Cap Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1066	995	1066	1039	1413	1870
Fund Return	6.62%	-0.46%	6.62%	1.29%	7.16%	6.46%
Place in category	373	91	373	374	293	254
% in Category	86	25	86	95	81	89

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.21B	-1.12	4.05	7.28
Ariel Fund Investor	958.4M	-1.16	3.73	6.95
Ariel Appreciation Investor	620.74M	-0.38	2.45	5.65
Ariel International I	197.12M	5.63	1.15	3.68
Ariel Global I	34.52M	7.42	4.67	6.43

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Low-Priced Stock	20.95B	0.88	6.36	8.48
JHancock Disciplined Value Mid Cap	12.15B	2.15	7.34	9.04
Vanguard Mid-Cap Value Index Admira	12.89B	2.61	6.94	8.47
Victory Sycamore Established Value6	9.02B	1.70	7.31	10.52
MFS Mid Cap Value R6	8.12B	0.75	6.83	9.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mattel	US5770811025	3.77	15.78	-4.07%
Northern Trust	US6658591044	3.69	85.52	-0.57%
Goldman Sachs	US38141G1040	3.56	464.84	-1.27%
CarMax	US1431301027	3.02	73.74	-2.61%
Carlyle Group	US14316J1088	2.95	36.92	+2.87%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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