Artisan Global Value Fund Quote
| APDGX Fund | USD 23.84 0.20 0.85% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Artisan Global is trading at 23.84 as of the 26th of November 2024; that is 0.85 percent up since the beginning of the trading day. The fund's open price was 23.64. Artisan Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Artisan Global Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th of November 2024. Click here to learn more.
The funds investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. More on Artisan Global Value
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Partners Funds, Large Blend Funds, World Large-Stock Value Funds, World Large-Stock Value, Artisan Partners Funds, Large Blend, World Large-Stock Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Global Value [APDGX] is traded in USA and was established 26th of November 2024. Artisan Global is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Artisan Partners Funds family. This fund presently has accumulated 2.04 B in assets under management (AUM) with no minimum investment requirementsArtisan Global Value is currently producing year-to-date (YTD) return of 13.11% with the current yeild of 0.01%, while the total return for the last 3 years was 7.93%.
Check Artisan Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Artisan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Artisan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Artisan Global Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Artisan Global Value Mutual Fund Constituents
| ACGL | Arch Capital Group | Stock | Financials | |
| XRAY | Dentsply Sirona | Stock | Health Care | |
| ABLZF | ABB | Pink Sheet | Electrical Equipment & Parts | |
| ORCL | Oracle | Stock | Information Technology | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| NOVN | Novan Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Artisan Global Value Risk Profiles
| Mean Deviation | 0.4743 | |||
| Semi Deviation | 0.5495 | |||
| Standard Deviation | 0.5818 | |||
| Variance | 0.3385 |
Artisan Global Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Global 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 Global security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| CEOs Directory Screen CEOs from public companies around the world |