CAAPX (Ariel:Appreciation;Inv)
Net Asset Value: 43.68 1-Day Return: 0.08 (0.18%) YTD Return as of 2/9/12:Up 12.87%

Classification: Multi-Cap Core   Objective: Mid-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 12.87 -1.05 28.26 2.79 6.08
Classification 9.18 1.50 18.51 0.54 4.84
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)67621325

Fund Stats

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Investment Objective:Mid-Cap
Net Assets ($Mil)1,331.20
Inception Date:12/1/89
Manager Name, TenureRogers, Jr./Sauer/Fidler, 2002 / 2006 / 2009
Expense Ratio: 1.15%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Cbs Corp Ord CBS 4.37
Dell Inc Ord DELL 4.13
Viacom Inc Ord VIAB 4.11
Zimmer Holdings Inc Ord ZMH 3.98
Aflac Inc Ord AFL 3.75
Northern Trust Corp Ord NTRS 3.68
Thermo Fisher Scientific Inc Ord TMO 3.40
Interpublic Group Of Companies Inc Ord IPG 3.37
Carnival Corp Ord CCL 3.26
Lazard Ltd Ord LAZ 3.09
% of Total Holdings 37.14

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