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Ariel Appreciation Fund

CAAPX:US
NASDAQ GM
45.07
USD
2.36
4.98%
As of 9:29 AM EDT 6/24/2016
Fund Type
Open-End Fund
52Wk Range
38.54 - 51.32
1 Yr Return
-10.79%
YTD Return
-0.02%
Previous Close
47.43
52Wk Range
38.54 - 51.32
1 Yr Return
-6.72%
YTD Return
-0.02%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 06/23/2016)
47.43
Total Assets (b USD) (on 06/23/2016)
1.776
Inception Date
12/01/1989
Last Dividend (on 12/30/2015)
0.501791
Dividend Indicated Gross Yield
1.11%
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
0.25%
Current Mgmt Fee
0.69%
Expense Ratio
1.12%

Top Fund Holdings

Name Position Value % of Fund
785.30 k 76.02 m 2.06
1.23 m 73.32 m 1.98
892.90 k 69.48 m 1.88
1.80 m 66.57 m 1.80
1.10 m 65.15 m 1.76
3.20 m 64.36 m 1.74
667.30 k 62.73 m 1.70
569.80 k 62.59 m 1.69
2.78 m 59.45 m 1.61
449.08 k 57.29 m 1.55
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