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Ariel Appreciation Investor CAAPX

Analyst rating as of
NAV / 1-Day Return
39.70  /  0.05 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
Above Average
Longest Manager Tenure
20.26 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.49%
Turnover
26%

Morningstar’s Fund Analysis CAAPX

Will CAAPX outperform in future?

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

Ariel Appreciation Struggles in Recent Selloff; Ratings Unchanged

Associate Director

Analyst Note

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Ariel Appreciation has struggled in the most recent market selloff but retains its Morningstar Analyst Rating of Bronze for its Institutional shares and Neutral for its pricier Investor shares.

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