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Ariel Appreciation Fund Investor Class (CAAPX)

US Funds

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37.51 +0.30 +0.81%

16/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 702.52M

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CAAPX Holdings

Comprehensive information about top holdings and Key Holding Information for the Ariel Appreciation Investor (CAAPX) fund. Our Ariel Appreciation Investor 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	0.43	0.43	0.00
Shares	99.57	99.57	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.84	14.43
Price to Book	1.78	1.99
Price to Sales	1.20	1.16
Price to Cash Flow	7.03	8.81
Dividend Yield	1.44	2.20
5 Years Earnings Growth	8.56	11.07

Sector Allocation

Name	Net %	Category Average
Financial Services	21.68	17.53
Consumer Cyclical	16.15	11.45
Industrials	15.62	16.09
Healthcare	12.35	10.52
Communication Services	10.78	3.25
Technology	6.07	10.76
Energy	5.12	6.39
Real Estate	4.93	7.81
Consumer Defensive	4.90	6.85
Basic Materials	2.40	4.95

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Mattel	US5770811025	4.00	20.00	-0.50%
Northern Trust	US6658591044	3.89	107.99	+0.08%
IPG	US4606901001	3.39	25.46	-0.12%
Generac	US3687361044	3.28	128.95	-0.38%
Charles Schwab	US8085131055	3.09	89.23	+0.61%
CarMax	US1431301027	3.02	67.97	+1.07%
First American	US31847R1023	2.99	61.02	+0.13%
Carlyle Group	US14316J1088	2.86	47.90	+1.76%
Middleby Corp	US5962781010	2.84	150.99	-0.33%
Jones Lang LaSalle	US48020Q1076	2.76	231.42	-1.92%

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.35B	-13.97	1.15	5.78
Ariel Fund Investor	1.1B	-14.06	0.83	5.45
Ariel International I	225.83M	5.63	1.15	3.68
Ariel Appreciation Institutional	156.38M	6.62	1.29	6.46
Ariel Global I	38.44M	7.42	4.67	6.43

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