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Ariel Appreciation Fund

CAAIX:US
NASDAQ GM
49.54
USD
0.07
0.14%
As of 9:29 AM EDT 5/26/2017
Fund Type
Open-End Fund
52Wk Range
40.54 - 50.72
1 Yr Return
13.91%
YTD Return
5.23%
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Previous Close
49.47
52Wk Range
40.54 - 50.72
1 Yr Return
14.81%
YTD Return
5.23%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/26/2017)
49.54
Total Assets (b USD) (on 05/26/2017)
1.736
Inception Date
12/30/2011
Last Dividend (on 12/29/2016)
0.437824
Dividend Indicated Gross Yield
0.88%
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
644.70 k 78.72 m 4.42
544.00 k 78.05 m 4.38
1.05 m 76.01 m 4.26
831.00 k 71.95 m 4.04
1.50 m 68.95 m 3.87
2.78 m 68.29 m 3.83
1.64 m 64.40 m 3.61
479.30 k 63.68 m 3.57
727.40 k 62.71 m 3.52
437.25 k 57.92 m 3.25
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