Ariel Appreciation Fund Investor Class

The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap® Index, measured at the time of initial purchase. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.

The current price of CAAPX fund is 40.03 USD — it has increased by 0.58% in the past 24 hours. Watch CAAPX fund price performance more closely on the advanced chart.

CAAPX fund has decreased by 0.00% in the past week, has increased by 10.76% in the past month, and has increased by 5.76% in the past year. See more data on CAAPX fund chart.

As of 06 Jul 2025, the largest holdings include Northern Trust Corporation COM USD1.666, The Interpublic Group of Companies, Inc. COM USD0.10, Generac Holdings Inc. COM USD0.01, The Charles Schwab Corporation COM USD0.01, First American Financial Corporation COM USD0.00001, Carlyle Group Inc COM. See the full list of CAAPX fund holdings.

The CAAPX fund consists of 8 holdings, including Northern Trust Corporation COM USD1.666, The Interpublic Group of Companies, Inc. COM USD0.10, Generac Holdings Inc. COM USD0.01 and others. See the full list of CAAPX fund holdings.

As of 06 Jul 2025, the CAAPX fund consists of 8 holdings. See the full list of CAAPX fund holdings.

The CAAPX fund sectors include - and more.

The easiest way to buy CAAPX fund is through an online broker. Some of the popular names are Vanguard, Fidelity, Schwab. Simply open an account, follow the procedures, and start trading. Alternatively, you can practice trading FUNDSs on Profit.com in Playtrade Tournaments or choose a recommended broker to trade directly.