Ariel Appreciation
200 East Randolph Drive Suite 2900 Chicago IL 60601
Map
Phone: 800-292-7435
| Category: | Mid-Cap Blend | | Fund Family: | Ariel | | Net Assets: | 1.86B | | Year-to-Date Return: | -3.60% | | Yield: | 0.50% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-89 |
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John W. Rogers Jr.
Lead Manager since
30-Sep-02 | | | Rogers is chairman, chief executive officer and chief investment officer of Ariel Investments, LLC. He founded the firm in 1983. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the stocks of companies with market capitalizations between $2.5 billion and $15 billion. It may invest up to 10% of total assets in securities of foreign companies. |
| Last Dividend
(27-Dec-07):
| 0.23 | | Last Cap Gain
(15-Nov-07):
| 4.46 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 106.14% |
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| Expense | CAAPX | Category
Avg | | Total Expense Ratio: | 1.12%
| 1.37% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.33% | | Max Deferred Sales Load: | 0.00%
| 2.55% | | 3 Yr Expense Projection*: |
$356 | $606 | | 5 Yr Expense Projection*: |
$617 | $923 | | 10 Yr Expense Projection*: |
$1,363 | $1,852 |
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0.65% Nasdaq 
0.27%
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