CAAPX Mutual Fund
NAV$43.86
AUM$787M
TER1.15%
Holdings43
CAAPX Mutual Fund
NAV$43.86
Ariel Appreciation Fund Investor Cl
AUM$787M
TER1.15%
Holdings43

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
Showing 10 of 43 holdings(as of Mar 31, 2026)Top 10 Weight: 31.89%
CAAPX Mutual Fund Top Holdings
CAAPX holdings top 10 positions. The top 10 holdings account for 31.9% of the fund, led by Madison Square Garden Entert at 3.5%, Charles River Laboratories International Inc at 3.4%, Madison Square Garden Company (the) at 3.4%.
CAAPX portfolio concentration is moderate, with the top 10 representing 31.9% of total assets. The largest sector exposure is Financials at 19.6%.
CAAPX sector allocation provides a detailed breakdown. CAAPX overlap tool shows how holdings compare to other funds in your portfolio.