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Ariel Appreciation Fund

CAAIX:US
NASDAQ GM
48.09
USD
0.44
0.91%
As of 8:00 PM EDT 9/26/2016
Fund Type
Open-End Fund
52Wk Range
38.58 - 49.56
1 Yr Return
10.35%
YTD Return
6.63%
Open
48.09
Day Range
48.09 - 48.09
Previous Close
48.53
52Wk Range
38.58 - 49.56
1 Yr Return
10.35%
YTD Return
6.63%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/26/2016)
48.09
Total Assets (b USD) (on 09/26/2016)
1.690
Inception Date
12/30/2011
Last Dividend (on 12/30/2015)
0.688853
Dividend Indicated Gross Yield
1.43%
Fund Managers
JOHN W ROGERS JR / TIMOTHY FIDLER "TIM"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.69%
Expense Ratio
0.79%

Top Fund Holdings

Name Position Value % of Fund
737.60 k 88.79 m 5.21
1.14 m 82.07 m 4.82
594.50 k 77.45 m 4.54
1.10 m 72.70 m 4.27
627.80 k 69.82 m 4.10
1.72 m 68.98 m 4.05
810.00 k 66.01 m 3.87
2.97 m 65.75 m 3.86
427.58 k 65.17 m 3.82
2.78 m 64.20 m 3.77
Profile
Ariel Appreciation Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in medium-sized companies with market caps primarily between $2.5 billion and $15 billion, identifying common stocks of undervalued companies that are widely misunderstood, ignored or underfollowed by institutional investors.
Address
Ariel Mutual Funds
P.O. Box 219121
Kansas City, MO 64121-9121
USA
Phone
1-312-726-0140