Artisan Value Financial Statements From 2010 to 2024
| APFWX Fund | USD 10.98 0.03 0.27% |
Check Artisan Value financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Artisan Value's main balance sheet or income statement drivers, such as , as well as many indicators such as . Artisan financial statements analysis is a perfect complement when working with Artisan Value Valuation or Volatility modules.
Artisan |
Artisan Value Income Mutual Fund Cash Position Weight Analysis
Artisan Value's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Artisan Value Cash Position Weight | 3.95 % |
Most of Artisan Value's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Artisan Value Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Artisan Value Income has 3.95% in Cash Position Weight. This is much higher than that of the Artisan Partners Funds family and significantly higher than that of the Large Value category. The cash position weight for all United States funds is notably lower than that of the firm.
Artisan Value Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Value's current stock value. Our valuation model uses many indicators to compare Artisan Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Value competition to find correlations between indicators driving Artisan Value's intrinsic value. More Info.Artisan Value Income is the top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 627.87 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Artisan Value's earnings, one of the primary drivers of an investment's value.About Artisan Value Financial Statements
Artisan Value investors use historical fundamental indicators, such as Artisan Value's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Artisan Value. Please read more on our technical analysis and fundamental analysis pages.
The funds investment team employs a fundamental investment process to construct a diversified portfolio of equity securities across a broad capitalization range. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The fund may invest up to 30 percent of its total assets at market value at the time of purchase in securities of non-U.S. issuers .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Artisan Mutual Fund
Artisan Value financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Value security.
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