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Ariel Appreciation Fund Investor Class (CAAPX)

US Funds

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44.61 +0.50 +1.13%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Ariel Investments

Asset Class: Equity

Morningstar Rating:
Total Assets: 846.03M

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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 Change25.77%

Prev. Close44.11

Risk Rating

TTM Yield0.72%

ROE9.03%

IssuerAriel Investments

Turnover8%

ROA2.05%

Inception Date32843

Total Assets846.03M

Expenses1.14%

Min. Investment1,000

Market Cap9.96B

CategoryMid - Cap Value

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Ariel Appreciation Fund Investor Class Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

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	1073	993	1291	1053	1497	1892
Fund Return	7.26%	-0.66%	29.08%	1.72%	8.4%	6.58%
Place in category	342	327	215	371	289	265
% in Category	84	80	53	100	83	91

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 International I	203.94M	5.32	1.50	3.49
Ariel Appreciation Institutional	204.8M	7.55	2.04	6.92
Ariel Global I	39.64M	6.64	5.10	6.14

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Low-Priced Stock	23.4B	8.24	6.34	9.00
JHancock Disciplined Value Mid Cap	15.57B	10.71	7.35	9.70
Vanguard Mid-Cap Value Index Admira	13.08B	16.27	6.85	9.07
Victory Sycamore Established Value6	11.05B	11.67	7.50	11.36
MFS Mid Cap Value R6	10.02B	16.04	7.78	9.75

Top Holdings

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%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ariel Appreciatio.	44.61	+0.50	+1.13%