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Ariel Appreciation Investor CAAPX

Analyst rating as of

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.


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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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