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Ariel Appreciation Fund

CAAIX:US
NASDAQ GM
50.13
USD
0.15
0.30%
As of 9:29 AM EST 2/22/2017
Fund Type
Open-End Fund
52Wk Range
38.54 - 50.28
1 Yr Return
31.30%
YTD Return
6.48%
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Previous Close
50.28
52Wk Range
38.54 - 50.28
1 Yr Return
29.70%
YTD Return
6.48%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/22/2017)
50.13
Total Assets (b USD) (on 02/16/2017)
1.777
Inception Date
12/30/2011
Last Dividend (on 12/29/2016)
0.437824
Dividend Indicated Gross Yield
0.87%
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
831.00 k 74.00 m 4.34
570.60 k 73.25 m 4.30
1.05 m 73.05 m 4.28
674.30 k 69.59 m 4.08
1.65 m 67.85 m 3.98
590.40 k 67.71 m 3.97
2.78 m 65.07 m 3.82
727.40 k 61.91 m 3.63
1.64 m 60.05 m 3.52
485.85 k 59.50 m 3.49
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