1. Ariel Appreciation Fund (CAAPX)
Summary: Last year, the fund's total return was a loss of 7.4%, as compared to a loss of 2.8% for the S&P multi-cap core funds average. The fund's three-year performance, though, is an average annual return of 24.6% versus its peers' 16.4%.
Ariel has no sales load, and its net current expense ratio of 1.18% is below its peer group's 1.38%. It's off to a good start, gaining 7.5% this year, putting it in the top 9% of funds in its category. A few of the top-rated stocks in Ariel's top holdings follow:
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