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Ariel Appreciation Fund Institutional Class (CAAIX)

US Funds

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44.82 +0.50 +1.13%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 204.8M

Type: Fund

Market: United States

Issuer: Ariel Investments

Asset Class: Equity

General
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CAAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Ariel Appreciation Institutional (CAAIX) fund. Our Ariel Appreciation Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.01	1.01	0.00
Stocks	98.99	98.99	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.56	14.47
Price to Book	1.92	2.03
Price to Sales	1.37	1.20
Price to Cash Flow	8.16	9.05
Dividend Yield	1.47	2.16
5 Years Earnings Growth	11.84	10.46

Sector Allocation

Name	Net %	Category Average
Financial Services	25.22	17.73
Industrials	16.19	17.06
Consumer Cyclical	14.39	11.81
Healthcare	12.09	9.82
Communication Services	9.51	3.01
Technology	6.36	10.70
Real Estate	5.16	8.06
Energy	5.00	6.00
Consumer Defensive	3.74	6.44
Basic Materials	2.33	4.97

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 66

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Northern Trust	US6658591044	4.14	109.46	+0.48%
Mattel	US5770811025	3.77	18.69	+1.69%
Goldman Sachs	US38141G1040	3.61	602.78	+1.12%
Generac	US3687361044	3.25	189.08	+3.03%
Stanley Black Decker	US8545021011	3.12	89.25	+1.80%
IPG	US4606901001	3.08	29.58	+1.48%
Lazard	US52110M1099	3.05	57.70	+1.02%
CarMax	US1431301027	2.96	81.60	+1.20%
Core Laboratories	US21867A1051	2.83	21.28	+0.76%
Charles River Laboratories	US1598641074	2.81	195.77	+0.81%

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.65B	14.74	2.38	8.56
Ariel Fund Investor	1.31B	14.44	2.06	8.23
Ariel Appreciation Investor	846.03M	7.26	1.72	6.58
Ariel International I	203.94M	5.32	1.50	3.49
Ariel Global I	39.64M	6.64	5.10	6.14

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ariel Appreciatio.	44.82	+0.50	+1.13%