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Fund Intelligence | Best Managers | CAAPX Insights | CAAPX Score | CAAPX Performance | CAAPX Manager | CAAPX News | CAAPX Allocation | CAAPX Holdings Change

Mutual Fund Insights: Ariel Appreciation Fund (CAAPX)

In-depth Analysis of Ariel Appreciation Fund (CAAPX)

Mutual fund chart: Ariel Appreciation Fund (CAAPX)

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See Ariel Appreciation Fund (CAAPX) performance details as of February 28, 2010

  

    Last Trade: $37.38 on 3/19/2010, Change: -0.28 (-0.74%)
Experiment our closing price forecasting tool for Ariel Appreciation Fund (CAAPX) (alpha release)

  

Fund Manager - John W. Rogers, Jr.

Fund Manager Tenure: 3.3 years
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Rogers, Jr. is the chairman, chief executive officer and chief investment officer of Ariel Capital. Rogers founded Ariel Capital in 1983 and has held his current positions since that time. He has more than 23 years of professional experience managing portfolios and analyzing investments.  Get more insights on John W. Rogers, Jr.

  

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

Data for Ariel Appreciation Fund (CAAPX) as of February 28, 2010

  • Ariel Appreciation Fund (CAAPX) management has been with Ariel Appreciation Fund for 3.3 years
  • Ariel Appreciation Fund (CAAPX) has good short-term performance (1-year return 98.82% vs 65.14 % Mid-Cap Blend category average)
  • Ariel Appreciation Fund (CAAPX) has good Long-term performance (5-year return 1.95% vs 1.65 % Mid-Cap Blend category average)
  • Ariel Appreciation Fund (CAAPX) ratio of up-years vs down years is greater than 2
  • Ariel Appreciation Fund (CAAPX) has a Morningstar rating of 4 and above
  • Ariel Appreciation Fund (CAAPX) has an annual stock turnover rate of 44.00% vs Mid-Cap Blend average of 98.84%. It is good that Ariel Appreciation management does not trade extensively for its return.
  • Ariel Appreciation Fund (CAAPX) has a lower management fee than its Mid-Cap Blend average: 1.25% vs 1.38%

  

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

Data for Ariel Appreciation Fund (CAAPX) as of February 28, 2010

  • Ariel Appreciation Fund is a focused fund with 36.01% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Ariel Appreciation Fund (CAAPX) has a less-than-ideal mid-term performance (3-year return -2.43% vs -5.22 % Mid-Cap Blend category average)
  • Ariel Appreciation Fund (CAAPX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.65 that is higher than category average of 24.26
  • Even though Ariel Appreciation Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Ariel Appreciation Fund (CAAPX) performance details as of February 28, 2010

  

  

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Ariel Appreciation Fund (CAAPX) Net Asset

Track net asset change of Ariel Appreciation fund (CAAPX)

DateNet Asset
02/2010$1.46B
01/2010$1.42B
11/2009$1.30B
More historic net asset information on Ariel Appreciation Fund (CAAPX)

  

Ariel Appreciation Fund (CAAPX) Portfolio Allocation

Track portfolio allocation change of Ariel Appreciation fund (CAAPX)

DateCashStockBondOther
09/20092.18%97.82%0%0%
06/20091.86%98.14%0%0%
03/20091.86%98.14%0%0%
Click here to see more historic asset allocation information on Ariel Appreciation Fund (CAAPX)

  

Most Recent Top 10 Holdings in Ariel Appreciation Fund (CAAPX)

Discover what Ariel Appreciation Fund (CAAPX) manager is buying

30-Sep-09
GANNETT CO INC [5.37%]
HEWITT ASSOC INC A [4.44%]
IMS HEALTH INC [4.18%]
ACCENTURE PLC. [4.09%]
JONES LANG LASALLE [4.01%]
CBS CORP CL B [4%]
INTERPUBLIC GROUP [3.72%]
CARNIVAL CORP [3.33%]
CB RICHARD ELLIS GRP [3.25%]
JANUS CAP GP CMN STK [3.2%]

30-Jun-09
HEWITT ASSOC INC A [4.44%]
CARNIVAL CORP [4.03%]
JANUS CAP GP CMN STK [3.96%]
IMS HEALTH INC [3.96%]
ACCENTURE LTD. [3.76%]
Northern Trust Corporation [3.76%]
INTL GAME TECH [3.63%]
CB RICHARD ELLIS GRP [3.62%]
CBS CORP CL B [3.56%]
INTERPUBLIC GROUP [3.55%]

31-Mar-09
HEWITT ASSOC INC A [4.44%]
CARNIVAL CORP [4.03%]
JANUS CAP GP CMN STK [3.96%]
IMS HEALTH INC [3.96%]
ACCENTURE LTD. [3.76%]
Northern Trust Corporation [3.76%]
INTL GAME TECH [3.63%]
CB RICHARD ELLIS GRP [3.62%]
CBS CORP CL B [3.56%]
INTERPUBLIC GROUP [3.55%]
Click here for Stock Holding Change Map in Ariel Appreciation Fund (CAAPX)

  

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