CAAIX Mutual Fund (Ariel Appreciation Fund Institutional Class) is managed by Ariel Investments with $161.9M in net assets. CAAIX expense ratio is 0.84%, holding 43 positions across various sectors. Inception date: 2011-12-30.

CAAIX performance shows a YTD return of 13.77%. The 1-year return is 30.17% and the 5-year return is 5.66%. CAAIX dividend yield stands at 11.09%, paid annually.

CAAIX top holdings include a diversified portfolio. View all CAAIX holdings, sector breakdown, or dividend history.

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