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Ariel Appreciation Fund Institutional Class (CAAIX)

US Funds

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42.23 +0.09 +0.21%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 193.31M

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CAAIX Overview

Find basic information about the Ariel Appreciation Fund Institutional 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 CAAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change13.49%

Prev. Close42.14

Risk Rating

TTM Yield1.02%

ROE9.03%

IssuerN/A

Turnover8%

ROA2.05%

Inception Date40907

Total Assets193.31M

Expenses0.83%

Min. Investment1,000,000

Market Cap9.96B

CategoryMid - Cap Value

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Ariel Appreciation Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

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...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1071	1100	1186	1119	1538	2020
Fund Return	7.11%	9.97%	18.64%	3.81%	8.99%	7.28%
Place in category	386	103	371	366	277	244
% in Category	97	29	94	97	80	86

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.55B	12.79	3.41	8.91
Ariel Fund Investor	1.26B	12.53	3.10	8.57
Ariel Appreciation Investor	807.16M	6.87	3.49	6.95
Ariel International I	209.19M	11.28	4.17	3.97
Ariel Global I	39.32M	11.40	7.92	6.78

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Low-Priced Stock	23.4B	11.97	8.53	9.61
JHancock Disciplined Value Mid Cap	14.8B	12.50	9.50	10.34
Vanguard Mid-Cap Value Index Admira	13.23B	17.51	8.73	9.56
Victory Sycamore Established Value6	10.52B	14.41	9.98	12.05
MFS Mid Cap Value R6	9.75B	16.79	9.92	10.09

Top Holdings

Name	ISIN	Weight %	Last	Change %
Northern Trust	US6658591044	4.14	101.35	+1.11%
Mattel	US5770811025	3.77	20.21	+1.00%
Goldman Sachs	US38141G1040	3.61	526.96	+3.03%
Generac	US3687361044	3.25	181.81	+6.48%
Stanley Black Decker	US8545021011	3.12	96.70	+2.41%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Strong Buy	Buy
Technical Indicators	Sell	Strong Buy	BUY
Summary	Neutral	Strong Buy	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ariel Appreciatio.	42.23	+0.09	+0.21%