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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
861796800.00
Manager Tenure
N/A

Fundamentals

CAAIX
Net Assets
862M
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
156M
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
45.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
31.26%
Gain YTD
-5.448
Annual Yield % from dividends
0.77
Returns for 1 year
-7.06
Returns for 3 years
-16.21
Returns for 5 years
34.35
Returns for 10 years
-28.00
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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