Ariel Appreciation Fund Investor Class
CAAPX · NMFQS38.91
38.91
USD0.220.57%Sector weight
Sector
Equity %
Category Average
Financial Services
25.22%
17.82%
Industrials
16.19%
15.41%
Consumer Cyclical
14.39%
10.96%
Healthcare
12.09%
10.19%
Communication Services
9.51%
2.83%
Technology
6.36%
11.01%
Real Estate
5.16%
6.60%
Energy
5.00%
5.68%
Consumer Defensive
3.74%
6.84%
Basic Materials
2.33%
4.94%
Utilities
0.00%
7.73%
Government
0.00%
2.74%
Municipal
0.00%
0.00%
Corporate
0.00%
1.94%
Securitized
0.00%
0.00%
Cash and Equivalents
0.00%
95.32%
Derivative
0.00%
0.00%
World Regions
Region
Equity %
Category Average
North America
98.33%
95.05%
Europe Developed
0.66%
1.76%
United Kingdom
0.51%
1.82%
Asia Developed
0.33%
0.11%
Latin America
0.17%
0.59%
Japan
0.00%
0.25%
Australasia
0.00%
0.00%
Asia Emerging
0.00%
0.32%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.11%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
9.96K USD
18.88K USD
30.24K USD
Small
42.80%
33.12%
1.11%
Medium
34.59%
50.65%
95.52%
Micro
11.48%
0.71%
0.00%
Large
10.13%
10.95%
3.37%
Giant
0.00%
1.60%
0.00%
Valuation and Growth
Growth Rates
CAAPX.US
Category Average
Price/Prospective Earnings
14.56%
14.19%
Price/Cash Flow
8.16%
9.38%
Price/Book
1.92%
1.97%
Dividend Yield
1.47%
2.27%
Price/Sales
1.37%
1.13%
Valuation Rates
CAAPX.US
Category Average
Long-Term Earnings
11.84%
10.23%
Cash-Flow Growth
9.08%
8.04%
Book-Value Growth
3.52%
2.34%
Sales Growth
2.61%
8.05%
Historical Earnings
-6.58%
3.92%
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