Ariel Appreciation CAAPX
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Help Creating A New Portfolio
… 10%, FAGIX 10%, NYVTX 10%, FNARX 5%. Other Choices: LC: FEIKX, FGCKX, FMGKX, FOCKX, FSCPX, FCYIX, FXSIX MC: CAAPX , DBMAX, FKMCX, FSLCX, FIDYX, SSVSX INT'L: FWWFX SPECIALITY: FIDSX, FSPHX, FSPTX, FKUTX BLEND: FFKBX, FFKAX, TARGET …
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Help Creating A New Portfolio
… 10%, FAGIX 10%, NYVTX 10%, FNARX 5%. Other Choices: LC: FEIKX, FGCKX, FMGKX, FOCKX, FSCPX, FCYIX, FXSIX MC: CAAPX , DBMAX, FKMCX, FSLCX, FIDYX, SSVSX INT'L: FWWFX SPECIALITY: FIDSX, FSPHX, FSPTX, FKUTX BLEND: FFKBX, FFKAX, TARGET …
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CAAPX Ariel Appreciation Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… concentrated in 40 or fewer stocks and is heavy in financials and consumer stocks, and light in technology. Ariel Appreciation thinks outside the box. A brief glance at this fund's portfolio shows that lead manager John Rogers and his …
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Four Tiny but Potent Mutual Funds
… Interestingly, the portfolio of fiscally strong but cheap stocks held up much better than did Ariel ARGFX and Ariel Appreciation CAAPX in 2008, yet they still enjoyed strong performances in 2009, as well. Today, the portfolio is top-heavy …
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403(b) and POSSIBLE U.S. CREDIT DOWNGRADE
… TEMWX 15% FAGIX 10% NYVTX 10% FBALX 10% FNARX 5% CHOICE OF OTHER FUNDS: LC: FEQIX,FDGRX,FOCPX,FMAGX,FXSIX MC: CAAPX ,DBMAX,FMCSX,FIDYX,SSVSX SC: FSLCX INTERNATIONAL: FWWFX SPECIAL: FSCPX,FIDSX,FSPHX,FCYIX,FSPTX,FKUTX BALANCED …
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Is This the Best Way to Judge Risk/Return?
… the mid-cap blend category: Hodges HDPMX and Ariel Appreciation CAAPX . For Hodges, the Treynor ratios for the three ..... respectively. Based on the Treynor ratios alone, Ariel Appreciation offers a much more attractive reward-to-volatility …
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ERRYL AND OTHERS:MID-YEAR PORTFOLIO REVIEW PLEASE
… TEMWX 15% FAGIX 10% NYVTX 10% FBALX 10% FNARX 5% CHOICE OF OTHER FUNDS: LC: FEQIX,FDGRX,FOCPX,FMAGX,FUSEX MC: CAAPX ,DBMAX,FMCSX,FIDYX,SSVSX SC: FSLCX INTERNATIONAL: FWWFX SPECIAL: FSCPX,FIDSX,FSPHX,FCYIX,FSPTX,FKUTX BALANCED …
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Three Flavors of Focused Funds
… Cold ... The Ariel family of funds offers another take on concentration. Like Sound Shore, Ariel ARGFX and Ariel Appreciation CAAPX typically have fewer than 40 stocks, yet tend to keep even the top names at less than 5% of assets. But in …
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Lessons from Rallies… are funds that did not perform well in 2008, but have just made a stunning comeback recently--Ariel Fund and Ariel Appreciation --and have really managed to turn their performance numbers around in a short period of time. So my thought …
in 2008, but have just made a stunning comeback recently--Ariel Fund and Ariel Appreciation --and have really managed to turn their performance numbers around in a short period of time. So my thought is, if you have -
END OF YEAR PORTFOLIO REVIEW PLEASE
… TEMWX 15% FAGIX 10% NYVTX 10% FBALX 10% FNARX 5% CHOICE OF OTHER FUNDS: LC: FEQIX,FDGRX,FOCPX,FMAGX,FUSEX MC: CAAPX ,DBMAX,FMCSX,FIDYX,SSVSX SC: FSLCX INTERNATIONAL: FWWFX SPECIAL: FSCPX,FIDSX,FSPHX,FCYIX,FSPTX,FKUTX BALANCED …