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Ariel Appreciation Fund Investor Class

Ariel Appreciation Fund Investor Class

CAAPX · NMFQS
CAAPX · NMFQS
40.03
USD0.230.58%
Ariel Appreciation Fund Investor Class
CAAPX
40.03
USD0.230.58%

Sector weight

Sector
Equity %
Category Average
Financial Services
21.68%
17.43%
Consumer Cyclical
16.15%
10.38%
Industrials
15.62%
15.19%
Healthcare
12.35%
10.97%
Communication Services
10.78%
2.89%
Technology
6.07%
10.58%
Energy
5.12%
6.06%
Real Estate
4.93%
6.70%
Consumer Defensive
4.90%
7.48%
Basic Materials
2.40%
4.94%
Utilities
0.00%
7.38%
Government
0.00%
4.18%
Municipal
0.00%
0.00%
Corporate
0.00%
1.39%
Securitized
0.00%
0.00%
Cash and Equivalents
0.00%
94.42%
Derivative
0.00%
0.00%

World Regions

Region
Equity %
Category Average
North America
98.51%
95.74%
Europe Developed
0.56%
1.59%
United Kingdom
0.41%
1.15%
Asia Developed
0.36%
0.11%
Latin America
0.15%
0.55%
Asia Emerging
0.00%
0.44%
Japan
0.00%
0.17%
Australasia
0.00%
0.01%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.24%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
8.59K USD
17.91K USD
29.5K USD
Small
43.45%
34.04%
2.94%
Medium
34.25%
49.35%
92.39%
Micro
14.27%
1.16%
0.00%
Large
7.60%
10.32%
4.68%
Giant
0.00%
1.68%
0.00%

Valuation and Growth

Growth Rates
CAAPX.US
Category Average
Price/Prospective Earnings
13.84%
13.23%
Price/Cash Flow
7.03%
7.73%
Price/Book
1.78%
1.74%
Dividend Yield
1.44%
2.65%
Price/Sales
1.20%
0.95%
Valuation Rates
CAAPX.US
Category Average
Cash-Flow Growth
18.36%
-0.88%
Historical Earnings
14.91%
-1.68%
Long-Term Earnings
8.56%
12.00%
Sales Growth
3.10%
6.31%
Book-Value Growth
1.67%
5.03%

FAQs

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