- What are the top holdings of CAAPX?
- A machine-readable holdings disclosure for Ariel Appreciation Fund (CAAPX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does CAAPX invest in?
- Ariel Appreciation Fund (CAAPX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is CAAPX most exposed to?
- CAAPX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is CAAPX a US-only fund?
- The country allocation card on this page shows CAAPX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does CAAPX invest in?
- The Ariel Appreciation Fund primarily allocates its capital to mid-capitalization companies deemed undervalued but possessing robust growth potential. Its portfolio predominantly consists of shares in American firms whose market capitalization falls within the typical range of constituents of the Russell Midcap® Index, as assessed at the moment of the initial investment. The investment approach employed by the fund is grounded in the Adviser's contrarian philosophy, a method underpinned by three core, interconnected principles: patience, focus, and independent thinking.
