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Ariel Appreciation Fund Investor Class (CAAPX)

US Funds

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40.93 +0.21 +0.52%

24/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 802.27M

Type: Fund

Market: United States

Asset Class: Equity

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CAAPX Overview

Find basic information about the Ariel Appreciation Fund Investor 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 CAAPX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.12%

Prev. Close40.72

Risk Rating

TTM Yield0.41%

ROE7.80%

IssuerN/A

Turnover17%

ROA2.14%

Inception Date32843

Total Assets802.27M

Expenses1.14%

Min. Investment1,000

Market Cap9.79B

CategoryMid - Cap Value

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Ariel Appreciation Fund Investor Class Analysis

Fact Check: Socially Responsible Investing Is Noble, But Is It Profitable? By Clement Thibault - Sep 17, 2019

Of the $46.6 trillion dollars professionally managed in the U.S. right now, the Forum for Sustainable and Responsible Investment estimates that about $12 trillion of that—or...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1063	995	1063	1030	1392	1813
Fund Return	6.3%	-0.53%	6.3%	0.98%	6.83%	6.13%
Place in category	377	98	377	377	318	260
% in Category	87	27	87	96	87	91

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.56B	12.15	1.99	7.95
Ariel Fund Investor	1.24B	11.79	1.68	7.62
Ariel International I	196.39M	5.63	1.15	3.68
Ariel Appreciation Institutional	183.22M	6.62	1.29	6.46
Ariel Global I	37.46M	7.42	4.67	6.43

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Low-Priced Stock	21.62B	7.09	4.88	8.68
JHancock Disciplined Value Mid Cap	15.04B	10.31	6.13	9.27
Vanguard Mid-Cap Value Index Admira	12.69B	14.03	4.85	8.50
Victory Sycamore Established Value6	10.68B	10.24	5.86	10.80
MFS Mid Cap Value R6	9.7B	14.11	5.59	9.22

Top Holdings

Name	ISIN	Weight %	Last	Change %
Mattel	US5770811025	3.77	18.18	+0.33%
Northern Trust	US6658591044	3.69	110.92	+1.26%
Goldman Sachs	US38141G1040	3.56	636.90	-0.41%
CarMax	US1431301027	3.02	82.73	+0.90%
Carlyle Group	US14316J1088	2.95	56.83	-0.23%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Sell
Technical Indicators	BUY	Strong Sell	Neutral
Summary	Buy	Neutral	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ariel Appreciatio.	40.93	+0.21	+0.52%