Ariel Appreciation FundCAAPX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$875.0M
Expense ratio
1.15%
1-year return
+20.8%
3 years, a year
+9.1%
5 years, a year
+4.7%
Holdings
43
What it aims to do.
Ariel Appreciation Funds fundamental objective is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSGE Madison Square Garden Entertainment Corp New | 3.53% |
| CRL Charles River Laboratories International, Inc. | 3.38% |
| MSGS Madison Square Garden Sports Corp. | 3.37% |
| SLB SLB Ltd. | 3.34% |
| JLL Jones Lang LaSalle Incorporated | 3.28% |
| OSW OneSpaWorld Holdings Ltd. | 3.18% |
| KN Knowles Corporation | 3.00% |
| OMC Omnicom Group Inc | 2.97% |
| GNRC Generac Holdings Inc. | 2.94% |
| CLB Core Laboratories Inc | 2.90% |
More on CAAPX.
- CAAPX overview
- CAAPX holdings
- CAAPX risk
- CAAPX costs
- CAAPX money in and out
- CAAPX share classes
- Compare CAAPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.