Ariel Appreciation Institutional (CAAIX)
54.86 1.02(1.89%) Dec 18
* As of 30-Jun-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for CAAIX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.99%|
Performance & Risk
|5y Avg Return:||11.93%|
|Rank in Category (ytd):||3|
|% Rank in Category (ytd):||0.71%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of U.S. companies and the fund generally will have a weighted average market capitalization between $2 billion and $15 billion. It seeks to hold investments for a relatively long period of time-generally five years. The fund seeks to invest in quality companies in industries in which the adviser has expertise including the financial services and consumer discretionary sectors. It does not invest in corporations whose primary source of revenue is derived from the production or sale of tobacco products or the manufacture of handguns. View More