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CAAIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$36.56
Change
-$0.78 (-2.09%)
Net Assets
803.9M

CAAIX Ariel Appreciation Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Generac Holdings (NYSE:GNRC).

Industry description

The investment seeks long-term capital appreciation. The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap® Index, measured at the time of initial purchase. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.

Market Cap

The average market capitalization across the Ariel Appreciation Institutional MF is 37.21B. The market cap for tickers in the group ranges from 6.81B to 134.2B. GS holds the highest valuation in this group at 134.2B. The lowest valued company is MAT at 6.81B.

Volume

The average weekly volume growth across all stocks in the Ariel Appreciation Institutional MF was 43%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 67
Price Growth Rating: 46
SMR Rating: 49
Profit Risk Rating: 62
Seasonality Score: 28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Ariel Investment Trust200 East Randolph Drive, Suite 2900Chicago
Phone
N/A
Web
www.arielinvestments.com
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CAAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CAAIX has been closely correlated with VMVAX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAAIX jumps, then VMVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAAIX
1D Price
Change %
CAAIX100%
-2.09%
VMVAX - CAAIX
90%
Closely correlated
-1.16%
JVMTX - CAAIX
82%
Closely correlated
-1.15%
JVMSX - CAAIX
82%
Closely correlated
-1.15%
VMVIX - CAAIX
82%
Closely correlated
-1.17%
JVMAX - CAAIX
81%
Closely correlated
-1.18%
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