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Ariel Appreciation Fund Investor Cl: (MF: CAAPX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$39.76 USD
-0.01 (-0.03%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in December 1989 and is managed by Ariel Capital Management, Inc. The fund seeks long-term capital appreciation. The fund invests primarily in the stocks of medium-sized companies with market capitalizations between $1 billion and $10 billion at the time of investment. The fund seeks to invest in undervalued companies that are widely misunderstood, ignored or under followed by institutional investors, Wall Street analysts and the media. Dividends are distributed once per year. Capital gains are distributed at least annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Ariel Appreciation Investor | CAAPX | NA | NA | 0.00 | 0.25 | 0.72 | 1.13 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Ariel Appreciation Fund Inv | CAAPX | 39.76 | 12/1/1989 | 0.41 | 7.65 | 7.91 | 10.75 |
| Ariel Appreciation Fund Inst | CAAIX | 39.84 | 12/30/2011 | 0.72 | 7.99 | 8.25 | 11.10 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Ariel Appreciation Investor | CAAPX | 1000 | 100 | 0 | A |
Contact Information
| Family | Ariel |
| Address | 200 E. Randolph Dr, Ste 2900 Chicago, IL 60601 |
| Phone | 800 292-7435 |