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Ariel Appreciation Investor (CAAPX) Fund Ranking and Research

Ranking, Research and Recommendation of Ariel Appreciation Investor (CAAPX) Fund

    Last Trade: $49.77 on 5/22/2017, Change: +0.27 (0.55%)

 

Graph of Ariel Appreciation Investor Fund (CAAPX) ManagerFund Manager - Timothy R. Fidler

Fund Manager Information

Fund Manager Tenure: 7.5 years
Fund Family: Ariel Investments, LLC
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Ariel Appreciation Investor Fund (CAAPX) ProfileAriel Appreciation Investor Fund (CAAPX) Profile

Fund Profile and Description

Ariel Appreciation Investor Fund seeks long-term capital appreciation. Ariel Appreciation Investor Fund invests primarily in the stocks of companies with market capitalizations between $2.5 billion and $15 billion. It may invest up to 10% of total assets in securities of foreign companies.

 

Ariel Appreciation Investor (CAAPX) Fund Strength What we like about Ariel Appreciation Investor (CAAPX) Fund

Data for Ariel Appreciation Investor Fund (CAAPX) as of May 30, 2016

  • Ariel Appreciation Investor Fund (CAAPX) management has been with Ariel Appreciation Investor Fund for 7.5 years
  • Ariel Appreciation Investor Fund (CAAPX) has good mid-term performance (3-year return 8.55% vs 8.11% Mid-Cap Blend category median performance)
  • Ariel Appreciation Investor Fund (CAAPX) has good Long-term performance (5-year return 9.43% vs 8.53% Mid-Cap Blend category median performance)
  • Ariel Appreciation Investor Fund (CAAPX) ratio of up-years vs down years is greater than 2
  • Asset base in Ariel Appreciation Investor Fund (CAAPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Ariel Appreciation Investor Fund (CAAPX) has an annual stock turnover rate of 22.00% vs Mid-Cap Blend average of 60.70%. It is good that Ariel Appreciation Investor management does not trade extensively for its return.
  • Ariel Appreciation Investor Fund (CAAPX) has a lower expense ratio than its Mid-Cap Blend average: 1.12% vs 1.15%

Ariel Appreciation Investor Fund (CAAPX) Weakness What we are cautious about Ariel Appreciation Investor (CAAPX) Fund

Data for Ariel Appreciation Investor Fund (CAAPX) as of May 30, 2016

  • Ariel Appreciation Investor Fund (CAAPX) has a less-than-ideal short-term performance (1-year return -7.27% vs -4.08% Mid-Cap Blend category median performance)
  • Ariel Appreciation Investor Fund (CAAPX) has a Morningstar rating of 3 and below
  • Ariel Appreciation Investor Fund (CAAPX) is less safe compared to its Mid-Cap Blend peers
  • Ariel Appreciation Investor Fund (CAAPX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.96 that is higher than category average of 12.56
  • Even though Ariel Appreciation Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Ariel Appreciation Investor Fund (CAAPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ariel Appreciation Investor Fund (CAAPX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ariel Appreciation Investor4.37-7.278.559.43
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Ariel Appreciation Investor Fund (CAAPX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Ariel Appreciation Investor Fund (CAAPX) Net Asset TrackingAriel Appreciation Investor (CAAPX) Fund Net Asset

Track net asset change of Ariel Appreciation Investor fund (CAAPX)

DateNet Asset
05/2016$1.78B
03/2016$1.75B
02/2016$1.61B
More historic net asset information on Ariel Appreciation Investor Fund (CAAPX)

  

Graph of Ariel Appreciation Investor Fund (CAAPX) Portfolio TrackingAriel Appreciation Investor (CAAPX) Fund Portfolio Allocation

Track portfolio allocation change of Ariel Appreciation Investor fund (CAAPX)

DateCashStockBondOther
03/20161.71%98.29%0%0%
12/20150.21%99.79%0%0%
09/20150.67%99.33%0%0%
Click here to see more historic asset allocation information on Ariel Appreciation Investor Fund (CAAPX)

 

graph of Ariel Appreciation Investor Fund (CAAPX) Top 10 Position TrackingTop 10 Holdings in Ariel Appreciation Investor (CAAPX) Fund

Discover what Ariel Appreciation Investor Fund (CAAPX) manager is buying

Mar 30, 2016
Zimmer Biomet Holdings, Inc. Co [4.82%]
AFLAC Incorporated Common Stock [4.48%]
Kennametal Inc. Common Stock [4.14%]
Northern Trust Corporation [4.12%]
Stanley Black & Decker, Inc. Co [4.04%]
Laboratory Corporation of Ameri [4.01%]
First American Corporation (New [3.94%]
Omnicom Group Inc. Common Stock [3.88%]
Interpublic Group of Companies, [3.67%]
Lazard LTD. Lazard, LTD. Class [3.63%]

Dec 30, 2015
Stanley Black & Decker, Inc. Co [4.64%]
Zimmer Biomet Holdings, Inc. Co [4.54%]
AFLAC Incorporated Common Stock [4.32%]
J.M. Smucker Company (The) New [4.26%]
Northern Trust Corporation [4.16%]
Interpublic Group of Companies, [4%]
Laboratory Corporation of Ameri [3.97%]
Omnicom Group Inc. Common Stock [3.89%]
First American Corporation (New [3.64%]
Western Union Company (The) Com [3.62%]

Sep 29, 2015
Stanley Black & Decker, Inc. Co [4.8%]
AFLAC Incorporated Common Stock [4.51%]
J.M. Smucker Company (The) New [4.28%]
First American Corporation (New [4.17%]
Kennametal Inc. Common Stock [4.09%]
Western Union Company (The) Com [4.06%]
Zimmer Biomet Holdings, Inc. Co [3.98%]
Northern Trust Corporation [3.96%]
Interpublic Group of Companies, [3.71%]
Omnicom Group Inc. Common Stock [3.41%]
Click here for Stock Holding Change Map in Ariel Appreciation Investor Fund (CAAPX)

  

Latest News on Ariel Appreciation Investor (CAAPX) Fund

See what is happening with Ariel Appreciation Investor Fund (CAAPX)

 

Ariel Appreciation Investor Fund (CAAPX) Related ResourcesSee more information on Ariel Appreciation Investor (CAAPX) Fund

Popular pages on Ariel Appreciation Investor (CAAPX) Fund

  

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