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Ariel Appreciation Fund Institutional Class (CAAIX)

US Funds

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32.18 -0.42 -1.29%

07/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 136.54M

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CAAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Ariel Appreciation Institutional (CAAIX) fund. Our Ariel Appreciation Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.02	1.02	0.00
Shares	98.99	98.99	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.38	14.54
Price to Book	1.79	2.01
Price to Sales	1.16	1.18
Price to Cash Flow	7.88	9.01
Dividend Yield	1.52	2.17
5 Years Earnings Growth	9.55	10.75

Sector Allocation

Name	Net %	Category Average
Financial Services	25.03	17.68
Consumer Cyclical	14.69	11.56
Industrials	14.55	16.31
Healthcare	13.36	10.46
Communication Services	9.96	3.22
Technology	6.51	11.01
Real Estate	5.22	7.60
Energy	4.60	6.33
Consumer Defensive	3.87	6.77
Basic Materials	2.22	4.87

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Mattel	US5770811025	3.77	15.78	-4.07%
Northern Trust	US6658591044	3.69	85.50	-0.59%
Goldman Sachs	US38141G1040	3.56	465.51	-1.13%
CarMax	US1431301027	3.02	73.76	-2.59%
Carlyle Group	US14316J1088	2.95	36.92	+2.87%
IPG	US4606901001	2.89	23.28	-1.77%
Charles River Laboratories	US1598641074	2.88	134.07	-2.07%
Lazard	US52110M1099	2.86	34.04	-3.41%
First American	US31847R1023	2.83	58.26	-5.47%
Labcorp Holdings	US5049221055	2.81	223.50	-0.67%

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.21B	-1.12	4.05	7.28
Ariel Fund Investor	958.4M	-1.16	3.73	6.95
Ariel Appreciation Investor	620.74M	-0.38	2.45	5.65
Ariel International I	197.12M	5.63	1.15	3.68
Ariel Global I	34.52M	7.42	4.67	6.43

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