Ariel Appreciation Fund
Shareclass
Ariel Appreciation Institutional (CAAIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Ariel Appreciation Fund
FUND COVERAGE
# of holdings36
% of assets84%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. The Interpublic Group of Companies Inc2.85%$24.19M
- 2. JM Smucker Co1.47%$12.48M
- 3. Jones Lang LaSalle Inc2.56%$21.73M
- 4. The Goldman Sachs Group Inc1.39%$11.78M
- 5. Charles River Laboratories International Inc3.28%$27.82M
- 6. Keysight Technologies Inc2.39%$20.24M
- 7. SLB2.11%$17.9M
- 8. nVent Electric PLC1.88%$15.95M
- 9. Northern Trust Corp2.65%$22.44M
- 10. Molson Coors Beverage Co Shs -B- Non-Voting1.57%$13.27M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Madison Square Garden Sports Corp Class A2.39%$20.3M
- 2. Gentex Corp2.2%$18.65M
- 3. The Middleby Corp2.43%$20.57M
- 4. The Carlyle Group Inc2.95%$25.03M
- 5. Axalta Coating Systems Ltd1.95%$16.53M
- 6. ADT Inc1.98%$16.8M
- 7. Littelfuse Inc1.62%$13.76M
- 8. Envista Holdings Corp Ordinary Shares2.75%$23.32M
- 9. Charles Schwab Corp2.4%$20.37M
- 10. KKR & Co Inc Ordinary Shares2.62%$22.18M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Ariel Appreciation Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$25.03M
2.95%
Borders high risk
1
$25.03M
2.95%
Total
1
$25.03M
2.95%
Holdings — 1 flagged holdings
1.
The Carlyle Group Inc
:$25.03M
2.95%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Ariel Appreciation Fund CAAIX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer