CAAPX Mutual Fund

CAAPX Mutual Fund (Ariel Appreciation Fund Investor Cl) is managed by Ariel Investments with $820.0M in net assets. CAAPX expense ratio is 1.15%, holding 43 positions across sectors including Financials, Health Care, Industrials. Inception date: 1989-12-01.

CAAPX performance shows a YTD return of 16.30%. The 1-year return is 25.57% and the 5-year return is 6.71%. CAAPX dividend yield stands at 11.06%, paid annually.

CAAPX top holdings include Charles River Laboratories International Inc (4.0%), Madison Square Garden Entert (3.4%), Onespaworld Holdings (3.4%), Middleby Corp Common Stock Usd.01 (3.4%), Jones Lang Lasalle Inc. (2.9%). 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.