Artisan Mid Cap Fund Quote
| APDMX Fund | USD 41.00 0.61 1.51% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Artisan Mid is trading at 41.00 as of the 25th of November 2024; that is 1.51 percent up since the beginning of the trading day. The fund's open price was 40.39. Artisan Mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Artisan Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2023 and ending today, the 25th of November 2024. Click here to learn more.
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 the index.. More on Artisan Mid Cap
Moving together with Artisan Mutual Fund
| 0.87 | APDWX | Artisan Value Income | PairCorr |
| 0.88 | APDYX | Artisan Developing World | PairCorr |
| 0.94 | APDTX | Artisan Thematic | PairCorr |
| 0.95 | APDSX | Artisan Small Cap | PairCorr |
| 0.79 | APDUX | Artisan Floating Rate | PairCorr |
| 0.88 | APDPX | Artisan Global Uncon | PairCorr |
Moving against Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Partners Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Artisan Partners Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Mid Cap [APDMX] is traded in USA and was established 25th of November 2024. Artisan Mid is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Artisan Partners Funds family. This fund presently has accumulated 4.52 B in assets under management (AUM) with no minimum investment requirementsArtisan Mid Cap is currently producing year-to-date (YTD) return of 15.53%, while the total return for the last 3 years was -4.31%.
Check Artisan Mid 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 Mid Cap 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 Mid Cap Mutual Fund Constituents
| TEAM | Atlassian Corp Plc | Stock | Information Technology | |
| CHGG | Chegg Inc | Stock | Consumer Discretionary | |
| CTLT | Catalent | Stock | Health Care | |
| ROP | Roper Technologies, Common | Stock | Industrials | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| LKQ | LKQ Corporation | Stock | Consumer Discretionary | |
| EXAS | EXACT Sciences | Stock | Health Care |
Artisan Mid Cap Risk Profiles
| Mean Deviation | 0.78 | |||
| Semi Deviation | 0.9964 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 |
Artisan Mid Against Markets
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 | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |