Artisan Mid Financials
| APDQX Fund | USD 17.09 0.15 0.89% |
Artisan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Artisan Mid Fund Summary
Artisan Mid competes with Artisan Value, Artisan Developing, Artisan Thematic, Artisan Small, and Artisan Floating. The fund normally invests no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap Index and less than three times the weighted average market capitalization of companies in that index.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US04314H6421 |
| Business Address | Artisan Funds |
| Mutual Fund Family | Artisan Partners Funds |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 344 1770 |
| Currency | USD - US Dollar |
Artisan Mid Key Financial Ratios
Artisan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Mid's current stock value. Our valuation model uses many indicators to compare Artisan Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Mid competition to find correlations between indicators driving Artisan Mid's intrinsic value. More Info.Artisan Mid Cap is third largest fund in annual yield among similar funds. It also is third largest fund in year to date return among similar funds creating about 1,115 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 Mid's earnings, one of the primary drivers of an investment's value.Artisan Mid Cap Systematic Risk
Artisan Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Artisan Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Artisan Mid Cap correlated with the market. If Beta is less than 0 Artisan Mid generally moves in the opposite direction as compared to the market. If Artisan Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Artisan Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Artisan Mid is generally in the same direction as the market. If Beta > 1 Artisan Mid moves generally in the same direction as, but more than the movement of the benchmark.
Artisan Mid November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Artisan Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Artisan Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Artisan Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Artisan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Artisan Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.685 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 4.74 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 1.49 |
Other Information on Investing in Artisan Mutual Fund
Artisan Mid 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 Mid security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |