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Ariel Appreciation Investor CAAPX

Analyst rating as of
NAV / 1-Day Return
48.62  /  0.16 %
Total Assets
1.3 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
Above Average
Longest Manager Tenure
18.50 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.48%
Turnover
23%
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Morningstar’s Analysis

Will CAAPX outperform in future?

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

A strategy with patience during turbulence.

Summary

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Ariel Appreciation's contrarianism is both a strength and weakness, but a capable management team offers enough value to earn the cheaper institutional shares a Morningstar Analyst Rating of Bronze, while the investor shares receive a Neutral rating.

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