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Ariel Appreciation (CAAPX)
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General Fund Information
Ariel Funds
200 E. Randolph Drive Suite 2900
Chicago IL 60601
(800) 292-7435
www.arielinvestments.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions)$1,443.9

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:25.45
Avg. P/B:3.57
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 Issues11/30/17
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: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance11/30/17
  Fund Return Percentile Rank *
Year to date: 14.05% 68
1 Year: 14.93% 74
Annualized returns:
3 Year: 6.73% 83
5 Year: 14.46% 35
10 Year: 9.00% 23
Since inception: 10.89% 34
Inception date: 12/01/89  
Bear Market: -24.85%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics11/30/17
Alpha 3YR:-6.07
Alpha 5YR:-2.47
Beta 3YR:1.19
Beta 5YR:1.12
R. Squared 3YR:85.75
R. Squared 5YR:86.07
Sharpe 3YR:0.45
Sharpe 5YR:1.05
Std. Dev. 3YR:13.51
Std. Dev. 5YR:13.51
Sector Distribution 
Basic Industries2.31% 
Cap. Goods & Tech.5.01% 
Consumer Cyclicals19.11% 
Consumer Non-Cyclicals21.10% 
Finance36.94% 
Miscellaneous14.12% 
Transportation1.40% 

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