CAAPX Rating, Research - Ariel Appreciation

Ariel Appreciation (caapx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 57

Threats + Weaknesses = 32

When strengths & opportunities substantially exceed threats & weaknesses an investment in the caapx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ariel Appreciation (CAAPX) Description: CAAPX is a mutual fund, which is an investment that owns a basket of assets. The CAAPX mutual fund was provided by Ariel and this investment vehicle derives the majority of its value from equity holdings (stocks). Ariels mutual fund has a medium management tenure and is in the large fund size classification. CAAPXs minimum initial investment amount is $1000 while the IRA minimum is $250. CAAPXs expense ratio is roughly 1%. The latest CAAPXs front end load was 0% and the back end load was 0%. The Ariel Appreciation (CAAPX) mutual fund falls under the mid-cap mixed category. CAAPX focuses its investments in USA and CAAPX is not affiliated with a particular industry or fund sector. The Ariel Appreciation (CAAPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CAAPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CAAPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests primarily in mid- and small-size companies that the funds Adviser believes offer strong growth opportunities. It may continue to hold stocks (see stock research) of companies that grow into larger companies and may also invest opportunistically in larger companies. The fund attempts to stay broadly diversified, but it may emphasize certain industry sectors based upon economic and market conditions. It may sell a stock if it becomes fully valued, its fundamentals have deteriorated or alternative investments become more attractive.

Management Analysis Update

Ariel Appreciation's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update