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Ariel Funds (CAAPX)
General Fund Information
200 E. Randolph Drive Suite 2900 Chicago, IL 60601
(800) 292-7435www.arielinvestments.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions)$1,417.4

Account min.:$1,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:Mid-Cap
Expenses:1.12%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:23.91
Avg. P/B:3.76
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Ariel Appreciation Fund seeks long-term capital appreciation. The Fund invests primarily in the stocks of companies with capitalizations between $2.5 and $15 billion that have environmentally sound policies. The Fund does not invest in corporations whose primary source of revenue is derived tobacco products or the manufacture of handguns and screens out nuclear energy companies.
Social Issues10/31/17
Shareholder activism:YES
Community investment:-
Environment:R
Human rights:-
Employment:P
Products and Services:-
Weapons:X
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:-/X/-
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries2.31% 
Cap. Goods & Tech.5.01% 
Consumer Cyclicals19.11% 
Consumer Non-Cyclicals21.10% 
Finance36.94% 
Miscellaneous14.12% 
Transportation1.40% 
Fund Performance10/31/17
Year to date: 8.61%
Year to date: 8.61%
1 Year: 17.42%
Annualized returns:
3 Year: 5.87%
5 Year: 13.69%
10 Year: 7.99%
Since inception: 10.73%
Inception date: 12/01/89
Bear Market: -24.85%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:-6.10
Alpha 5YR:-2.74
Beta 3YR:1.19
Beta 5YR:1.11
R. Squared 3YR:85.49
R. Squared 5YR:85.94
Sharpe 3YR:0.40
Sharpe 5YR:1.00
Std. Dev. 3YR:13.40
Std. Dev. 5YR:13.40
Sectors Pie Chart 
Sector Distribution Chart

 

 
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