Ariel Appreciation Investor (CAAPX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Ariel Appreciation Investor
Chicago IL 60601
200 East Randolph Drive, Suite 2900
Ariel Investment Trust
Management Information
Timothy R. Fidler,Lead Manager since November 9, 2009
As Ariel’s Director of Research, Tim is responsible for overseeing all aspects of our domestic equity research production, including chairing our investment committee meetings. He also serves as Co-Portfolio Manager for the mid cap value strategy. As a research analyst, he currently covers financial services and special situations companies. Prior to joining Ariel in 1999, Tim was a research analyst and portfolio manager at Morgan Stanley asset management in U.S. value equity. In 2007, he graduated from the fellowship program of Leadership Greater Chicago, an initiative to educate and connect
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Value
Fund FamilyAriel Investments
Net Assets1.07B
YTD Return4.06%
Yield0.74%
Morningstar Rating★★
Inception DateNov 30, 1989
Fund Operations
Last Dividend0.32
Last Cap Gain-18.00
Holdings Turnover17.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCAAPXCategory Average
Annual Report Expense Ratio (net)1.13%1.01%
Prospectus Net Expense Ratio1.13%N/A
Prospectus Gross Expense Ratio1.13%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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