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    Ariel Appreciation Institutional (CAAIX)

    47.51 Down 0.05(0.11%) Apr 28
    Prev Close:47.51
    YTD Return*:1.20%
    Net Assets*:1.75B
    Yield*:1.36%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for CAAIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWK4.64N/A
    ZBH4.54N/A
    AFL4.32N/A
    SJM4.26N/A
    NTRS4.16N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.75B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.79%

    Performance & Risk

    YTD Return:1.20%
    5y Avg Return:9.44%
    Rank in Category (ytd):59
    % Rank in Category (ytd):12.97%
    Beta (3y):1.24
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests in mid-sized undervalued companies that show strong potential for growth. It 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. The fund seeks to invest in quality companies in industries in which Ariel has expertise. These industries include the financial services and consumer discretionary sectors, in which sectors the fund may invest a significant portion of its assets. View More
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