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Ariel Appreciation Fund Investor Class (CAAPX)

US Funds

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41.76 +0.77 +1.88%

13/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 744.34M

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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	0.91	0.91	0.00
Shares	99.09	99.09	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.31	14.77
Price to Book	1.90	2.00
Price to Sales	1.28	1.18
Price to Cash Flow	7.65	8.83
Dividend Yield	1.29	2.17
5 Years Earnings Growth	10.09	10.26

Sector Allocation

Name	Net %	Category Average
Financial Services	21.50	17.66
Consumer Cyclical	16.89	11.52
Industrials	16.06	16.33
Healthcare	11.89	10.39
Communication Services	11.41	3.32
Technology	8.71	11.13
Real Estate	4.50	7.67
Energy	4.01	6.24
Consumer Defensive	3.06	6.70
Basic Materials	1.97	4.77

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 %
Generac	US3687361044	4.09	202.85	+2.01%
Mattel	US5770811025	3.77	18.27	+1.84%
Charles River Laboratories	US1598641074	3.28	155.00	+1.47%
Labcorp Holdings	US5049221055	3.10	272.54	+1.20%
Madison Square Garden Entertainment	US5582561032	3.07	36.79	-8.53%
Carlyle Group	US14316J1088	2.95	65.43	+1.03%
Sphere Entertainment	US55826T1025	2.91	39.80	+2.68%
Lazard	US52110M1099	2.89	55.41	+2.65%
IPG	US4606901001	2.85	26.20	+3.68%
Norwegian Cruise Line	BMG667211046	2.84	24.76	+2.15%

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.36B	2.60	8.34	7.87
Ariel Fund Investor	1.15B	2.42	8.00	7.54
Ariel International I	239.96M	5.63	1.15	3.68
Ariel Appreciation Institutional	142.88M	6.62	1.29	6.46
Ariel Global I	40.2M	7.42	4.67	6.43

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