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Ariel Appreciation Fund Investor Class (CAAPX)

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37.65 -0.17 -0.45%

17/04 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Ariel Investments

Asset Class: Equity

Morningstar Rating:
Total Assets: 785.16M

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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 Change - 1.61%

Prev. Close37.82

Risk Rating

TTM Yield0.74%

ROE7.86%

IssuerAriel Investments

Turnover17%

ROA2.92%

Inception Date32843

Total Assets785.16M

Expenses1.12%

Min. Investment1,000

Market Cap10.63B

CategoryMid - Cap Value

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Ariel Appreciation Fund Investor Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

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

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1041	1041	1132	1097	1468	1938
Fund Return	4.06%	4.06%	13.17%	3.14%	7.98%	6.84%
Place in category	382	382	361	362	325	242
% in Category	93	93	87	94	88	85

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.36B	6.48	3.27	8.64
Ariel Fund Investor	1.15B	6.41	2.96	8.31
Ariel International I	271.79M	5.60	2.58	3.22
Ariel Appreciation Institutional	207.02M	4.13	3.45	7.18
Ariel Global I	47.3M	7.38	7.36	6.74

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Low-Priced Stock	25.27B	8.30	8.47	9.39
JHancock Disciplined Value Mid Cap	13.78B	9.10	9.73	10.12
Vanguard Mid-Cap Value Index Admira	12.54B	8.12	7.37	8.93
Victory Sycamore Established Value6	9.95B	9.24	10.04	11.66
MFS Mid Cap Value R6	9.02B	8.96	9.09	9.41

Top Holdings

Name	ISIN	Weight %	Last	Change %
Northern Trust Corp	-	4.21	-	-
The Goldman Sachs Group Inc	-	3.93	-	-
Mattel Inc	-	3.69	-	-
Charles River Laboratories International Inc	-	3.65	-	-
Charles Schwab Corp	-	3.17	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ariel Appreciatio.	37.65	-0.17	-0.45%