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 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 Madison Square Garden Entert (3.5%), Charles River Laboratories International Inc (3.4%), Madison Square Garden Company (the) (3.4%), Schlumberger Nv. (3.3%), Jones Lang Lasalle Inc. (3.3%). 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.