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CAAPX
Mutual Fund ticker: NASDAQ
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NET ASSETS

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

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
N/A
Min. Initial Investment
1000.00
Fund Existence
about 35 years
Turnover
17.00
Front Load
N/A
Net Assets
964501300.00
Manager Tenure
N/A

Fundamentals

CAAPX
Net Assets
965M
Fund Existence
about 35 years
Turnover
17.00
Total Expense Ratio
N/A
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
N/A
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
782M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
67.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
1.246
Annual Yield % from dividends
0.74
Returns for 1 year
1.32
Returns for 3 years
-14.63
Returns for 5 years
-9.01
Returns for 10 years
-22.25
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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