CAAIX – Fund Analysis – Ariel Appreciation Institutional | Morningstar

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Will CAAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CAAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of CAAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Underwhelming.

Analyst David Carey

David Carey

Analyst

Summary

Ariel Appreciation’s experienced team has inconsistently executed its otherwise reasonable approach, making it an unexceptional offering.

by David Carey

Rated on Jan 18, 2024 Published on Jan 18, 2024

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