CAAPX Mutual Fund

CAAPX Mutual Fund (Ariel Appreciation Fund Investor Cl) is managed by Ariel Investments with $818.2M in net assets. CAAPX expense ratio is 1.15%, holding 43 positions across sectors including Financials, Industrials, Health Care. Inception date: 1989-12-01.

CAAPX performance shows a YTD return of 13.59%. The 1-year return is 29.77% and the 5-year return is 10.11%. CAAPX dividend yield stands at 11.18%, paid annually.

CAAPX top holdings include Charles River Laboratories International Inc (3.4%), Madison Square Garden Co/the (3.4%), Schlumberger Nv - Common (3.3%), Jones Lang LaSalle Inc|1087 (3.3%), Onespaworld Holdings (3.2%). Go to all CAAPX holdings, CAAPX sectors, or CAAPX dividends.

CAAPX can be compared against other funds. Use CAAPX overlap to find shared positions, or CAAPX vs another fund for a side-by-side view. CAAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.