Ariel Appreciation Fund Quote
| CAAIX Fund | USD 38.42 0.41 1.08% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Ariel Appreciation is trading at 38.42 as of the 23rd of April 2024; that is 1.08 percent up since the beginning of the trading day. The fund's open price was 38.01. Ariel Appreciation has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ariel Appreciation Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap Index, measured at the time of initial purchase. More on Ariel Appreciation Fund
Moving together with Ariel Mutual Fund
| 0.96 | ARAIX | Ariel Fund Institutional | PairCorr |
| 0.93 | ARFFX | Ariel Focus Fund | PairCorr |
| 0.96 | ARGFX | Ariel Fund Investor | PairCorr |
| 0.93 | AFOYX | Ariel Focus Fund | PairCorr |
| 0.93 | AGLYX | Ariel Global | PairCorr |
| 0.93 | AGLOX | Ariel Global | PairCorr |
| 0.89 | AINTX | Ariel International | PairCorr |
Ariel Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ariel Appreciation's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ariel Appreciation or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Ariel Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Ariel Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Ariel Appreciation Fund [CAAIX] is traded in USA and was established 23rd of April 2024. Ariel Appreciation is listed under Ariel Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Ariel Investments family. This fund currently has accumulated 1.11 B in assets under management (AUM) with minimum initial investment of 1000 K. Ariel Appreciation is currently producing year-to-date (YTD) return of 2.47% with the current yeild of 0.01%, while the total return for the last 3 years was -0.17%.
Check Ariel Appreciation Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ariel Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ariel Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ariel Appreciation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ariel Appreciation Fund Mutual Fund Constituents
| KEYS | Keysight Technologies | Stock | Information Technology |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care |
| OMC | Omnicom Group | Stock | Communication Services |
| MAT | Mattel Inc | Stock | Consumer Discretionary |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples |
| SWK | Stanley Black Decker | Stock | Industrials |
| SRCL | Stericycle | Stock | Industrials |
Ariel Appreciation Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ariel Appreciation jumping above the current price in 90 days from now is about 68.95%. The Ariel Appreciation Fund probability density function shows the probability of Ariel Appreciation mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3331 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Ariel Appreciation will likely underperform. Additionally, ariel Appreciation Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Ariel Appreciation to move above the current price in 90 days from now is about 68.95 (This Ariel Appreciation Fund probability density function shows the probability of Ariel Mutual Fund to fall within a particular range of prices over 90 days) .
Ariel Appreciation Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ariel Appreciation market risk premium is the additional return an investor will receive from holding Ariel Appreciation long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ariel Appreciation. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ariel Appreciation's alpha and beta are two of the key measurements used to evaluate Ariel Appreciation's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7232 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 0.9657 | |||
| Variance | 0.9326 |
Ariel Appreciation Against Markets
Picking the right benchmark for Ariel Appreciation mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ariel Appreciation mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ariel Appreciation is critical whether you are bullish or bearish towards Ariel Appreciation Fund at a given time. Please also check how Ariel Appreciation's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Ariel Appreciation without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Ariel Mutual Fund?
Before investing in Ariel Appreciation, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ariel Appreciation. To buy Ariel Appreciation fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ariel Appreciation. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Ariel Appreciation fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ariel Appreciation Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Ariel Appreciation Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ariel Appreciation Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Ariel Appreciation Fund?
The danger of trading Ariel Appreciation Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ariel Appreciation is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ariel Appreciation. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ariel Appreciation is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ariel Appreciation Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.