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CAAIX
Mutual Fund ticker: NASDAQ
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Ariel Appreciation Institutional (CAAIX) Ownership - Who owns Ariel Appreciation Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Value

Profile

Category
Mid-Cap Value
Address
Ariel Investment Trust200 East Randolph Drive, Suite 2900Chicago
Phone
N/A
Web
www.arielinvestments.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
0.83
Min. Initial Investment
1000000.00
Fund Existence
over 13 years
Turnover
17.00
Front Load
N/A
Net Assets
801101400.00
Manager Tenure
N/A

Fundamentals

CAAIX
Net Assets
801M
Fund Existence
over 13 years
Turnover
17.00
Total Expense Ratio
0.83
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.83
Assets in Top Ten Holdings
360M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
129M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.72
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
44.00
Number of Net Holdings
44.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
32.11%
Gain YTD
-6.161
Annual Yield % from dividends
0.78
Returns for 1 year
-4.49
Returns for 3 years
-13.96
Returns for 5 years
-4.56
Returns for 10 years
-27.95
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General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Ariel Investment Trust200 East Randolph Drive, Suite 2900Chicago
Phone
N/A
Web
www.arielinvestments.com