Ariel Appreciation's managers have lost their edge, dropping the strategy’s People Pillar to Average from Above Average. As a result, the Morningstar Analyst Rating on the cheapest share class falls to Neutral from Bronze while the other remains Neutral.
- NAV / 1-Day Return 42.33 / 1.36 %
- Total Assets 1.3 Bil
Adj. Expense Ratio
- Expense Ratio 1.120%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.60%
- Turnover 26%
Morningstar’s Analysis CAAPX
Will CAAPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.