Ariel Appreciation Fund (CAAPX) Research
The Ariel Appreciation Fund primarily allocates its capital to mid-capitalization companies deemed undervalued but possessing robust growth potential. Its portfolio predominantly consists of shares in American firms whose market capitalization falls within the typical range of constituents of the Russell Midcap® Index, as assessed at the moment of the initial investment. The investment approach employed by the fund is grounded in the Adviser's contrarian philosophy, a method underpinned by three core, interconnected principles: patience, focus, and independent thinking.
Market snapshot
- Symbol
- CAAPX
- Price
- $43.33
- Day change
- +1.05%
- Market cap
- $934.2M
- 52-week range
- 37.02-44.47
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Diamond Hill Small-Mid Cap Fund (DHMAX)
- BNY Mellon Smallcap Stock Index Fund (DISIX)
- Victory Munder Mid-Cap Core Growth Fund (MGOAX)
- Empower Aggressive Profile Fund (MXAPX)
- Hartford Schroders US MidCap Opportunities Fund (SMDIX)
- American Century Balanced Fund (TWBIX)
- USAA Growth and Tax Strategy Fund (USBLX)
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