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Ariel Appreciation Investor (CAAPX)

57.77 Up 0.18(0.31%) Sep 16
Prev Close:57.77
YTD Return*:5.11%
Net Assets*:2.04B
Yield*:0.68%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
WU4.772.67
FAF4.262.09
SWK3.9514.75
BRS3.86-1.83
LAZ3.7522.64

Fund Basics

Morningstar Overall Rating:
Total Assets:2.04B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.13%

Performance & Risk

YTD Return:5.11%
5y Avg Return:19.14%
Rank in Category (ytd):79
% Rank in Category (ytd):20.2%
Beta (3y):1.42
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. companies and the fund generally will have a weighted average market capitalization between $2 billion and $15 billion. It seeks to invest in quality companies in industries in which the Adviser has expertise including the financial services and consumer discretionary sectors. The fund only buys when Ariel believes that these businesses are selling at excellent values. 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
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