CAAPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Ariel Appreciation Investor (CAAPX) Ownership - Who owns Ariel Appreciation Investor?

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

Category: #Mid-Cap Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

CAAPX

Net Assets

796M

Fund Existence

over 35 years

Turnover

17.00

Total Expense Ratio

1.14

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.14

Assets in Top Ten Holdings

360M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

652M

Fund Type

OpenEnd

Index Fund

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

-12.704

Annual Yield % from dividends

0.44

Returns for 1 year

-12.60

Returns for 3 years

-21.79

Returns for 5 years

3.68

Returns for 10 years

-35.49

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General Information

Category MidCapValue

Profile

Fundamentals

Details