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Ariel Appreciation Investor CAAPX

Analyst rating as of | See Ariel Investments Investment Hub
  • 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.

A pattern of missteps warrants a downgrade.

Associate Analyst



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.

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