Ariel Appreciation Mutual Fund Money Managers

CAAPX Fund  USD 45.03  0.07  0.16%   
Break down of Ariel Appreciation's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ariel Appreciation's future under-performance.
  
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Symbol  CAAPX
Name  Ariel Appreciation Fund
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Ariel Appreciation Fund Leadership is currently not available.

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Ariel Appreciation Net Asset Comparison

Ariel Appreciation Fund is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Value category is currently estimated at about 227.09 Billion. Ariel Appreciation adds roughly 1.11 Billion in net asset claiming only tiny portion of funds under Mid-Cap Value category.

Ariel Appreciation Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Ariel Appreciation Price Series Summation is a cross summation of Ariel Appreciation price series and its benchmark/peer.

About Ariel Appreciation Management Performance

The success or failure of an entity such as Ariel Appreciation often depends on how effective the management is. Ariel Appreciation management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Ariel management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Ariel management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap Index, measured at the time of initial purchase. The funds strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Ariel Mutual Fund

Ariel Appreciation financial ratios help investors to determine whether Ariel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ariel with respect to the benefits of owning Ariel Appreciation security.
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