CAAPX Mutual Fund (Ariel Appreciation Fund Investor Cl) is managed by Ariel Investments with $787.3M in net assets. CAAPX expense ratio is 1.15%, holding 43 positions across various sectors. 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 a diversified portfolio. View all CAAPX holdings, sector breakdown, or dividend history.

CAAPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.