Ariel Appreciation
200 East Randolph Drive Suite 2900 Chicago IL 60601
Map
Phone: 800-292-7435
| Category: | Mid-Cap Blend | | Fund Family: | Ariel | | Net Assets: | 1.20B | | Year-to-Date Return: | 42.06% | | Yield: | 0.54% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-89 |
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John W. Rogers, Jr.
Lead Manager since
30-Sep-02 | | | Rogers, Jr. is the chairman, chief executive officer and chief investment officer of Ariel Capital. Rogers founded Ariel Capital in 1983 and has held his current positions since that time. He has more than 23 years of professional experience managing portfolios and analyzing investments. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of companies with market capitalizations between $2.5 billion and $15 billion. It may invest up to 10% of total assets in securities of foreign companies. |
| Last Dividend
(29-Dec-08):
| 0.18 | | Last Cap Gain
(24-Nov-08):
| 3.11 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 90.71% |
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| Expense | CAAPX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 378 | $623 | | 5 Yr Expense Projection*: |
$ 655 | $964 | | 10 Yr Expense Projection*: |
$ 1,445 | $1,949 |
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0.16% Nasdaq 0.00%
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