Ariel Appreciation Investor - Morningstar Investment Profiles

Ariel Appreciation Investor

1 pages — Published Sep 16, 2014
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Brief Excerpt:

...The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. companies and the fund generally will have a weighted average market capitalization between $2 billion and $15 billion. It seeks to invest in quality companies in industries in which the Adviser has expertise including the financial services and consumer discretionary sectors. The fund only buys when Ariel believes that these businesses are selling at excellent values. It does not invest in corporations whose primary source of revenue is derived from the production or sale of tobacco products or the manufacture of handguns....

  
Source:
Document ID
FOUSA00BJR
Ticker
CAAPX=US
Format:
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MLA:
Morningstar Investment Profiles. "Ariel Appreciation Investor" Sep 16, 2014. Alacra Store. Sep 22, 2014. <http://www.alacrastore.com/storecontent/Morningstar-Investment-Profiles/Ariel-Appreciation-Investor-2065-45089>
  
APA:
Morningstar Investment Profiles. (2014). Ariel Appreciation Investor Sep 16, 2014. New York, NY: Alacra Store. Retrieved Sep 22, 2014 from <http://www.alacrastore.com/storecontent/Morningstar-Investment-Profiles/Ariel-Appreciation-Investor-2065-45089>
  
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