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Ariel Appreciation Fund

CAAIX:US
NASDAQ GM
52.02
USD
0.25
0.48%
As of 10/20/2017
Fund Type
Open-End Fund
52Wk Range
43.33 - 52.02
1 Yr Return
16.64%
YTD Return
10.49%
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Previous Close
51.77
52Wk Range
43.33 - 52.02
1 Yr Return
16.66%
YTD Return
10.49%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 10/20/2017)
52.02
Total Assets (b USD) (on 10/10/2017)
1.702
Inception Date
12/30/2011
Last Dividend (on 12/29/2016)
0.437824
Dividend Indicated Gross Yield
0.84%
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
544.00 k 83.85 m 4.77
644.70 k 82.78 m 4.71
1.05 m 81.53 m 4.64
717.30 k 69.73 m 3.97
1.56 m 69.71 m 3.97
2.78 m 68.37 m 3.89
428.90 k 60.36 m 3.44
727.40 k 60.30 m 3.43
1.26 m 58.22 m 3.31
1.42 m 55.09 m 3.14
Profile
Ariel Appreciation Fund seeks long-term capital appreciation by investing 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