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Ariel Appreciation Fund Institutional Class (CAAIX)

US Funds

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39.56 +0.29 +0.74%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 182.84M

Type: Fund

Market: United States

Issuer: Ariel Investments

Asset Class: Equity

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CAAIX Overview

Find basic information about the Ariel Appreciation Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CAAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0.36%

Prev. Close39.27

Risk Rating

TTM Yield0.99%

ROE9.03%

IssuerAriel Investments

Turnover17%

ROA2.05%

Inception Date40907

Total Assets182.84M

Expenses0.83%

Min. Investment1,000,000

Market Cap9.96B

CategoryMid - Cap Value

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Ariel Appreciation Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1156	1080	1268	1192	1564	2046
Fund Return	15.55%	8.03%	26.79%	6.02%	9.36%	7.42%
Place in category	338	96	244	355	282	245
% in Category	78	28	60	91	78	84

Top Equity Funds by Ariel Investments

Name	Total Assets	YTD%	3Y%	10Y%
Ariel Fund Institutional	1.54B	20.94	6.02	8.90
Ariel Fund Investor	1.21B	20.60	5.69	8.57
Ariel Appreciation Investor	781.66M	15.23	5.69	7.09
Ariel International I	187.73M	4.74	2.52	3.26
Ariel Global I	35.78M	9.32	6.89	6.31

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Low-Priced Stock	23.66B	13.73	9.20	9.37
JHancock Disciplined Value Mid Cap	14.46B	18.63	11.15	10.22
Vanguard Mid-Cap Value Index Admira	13.87B	23.41	9.82	9.43
Victory Sycamore Established Value6	10.43B	18.33	10.82	11.74
MFS Mid Cap Value R6	9.41B	22.99	10.60	10.11

Top Holdings

Name	ISIN	Weight %	Last	Change %
Northern Trust	US6658591044	4.14	103.61	+0.99%
Mattel	US5770811025	3.77	17.94	+0.67%
Goldman Sachs	US38141G1040	3.61	582.79	+2.10%
Generac	US3687361044	3.25	154.70	+0.27%
Stanley Black Decker	US8545021011	3.12	81.12	-0.28%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Strong Sell	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ariel Appreciatio.	39.56	+0.29	+0.74%