Artisan Mid Cap Fund Quote
| APDQX Fund | USD 17.28 0.19 1.11% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Artisan Mid is trading at 17.28 as of the 25th of November 2024; that is 1.11 percent up since the beginning of the trading day. The fund's open price was 17.09. Artisan Mid has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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 26th of October 2024 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 that index.. More on Artisan Mid Cap
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Partners Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, 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 [APDQX] 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 Value category and is part of Artisan Partners Funds family. This fund presently has accumulated 1.18 B in assets under management (AUM) with no minimum investment requirementsArtisan Mid Cap is currently producing year-to-date (YTD) return of 10.9% with the current yeild of 0.01%, while the total return for the last 3 years was 5.02%.
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
| GL | Globe Life | Stock | Financials | |
| AN | AutoNation | Stock | Consumer Discretionary | |
| GNTX | Gentex | Stock | Consumer Discretionary | |
| IAC | IAC Inc | Stock | Communication Services | |
| MTCH | Match Group | Stock | Communication Services | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| DVN | Devon Energy | Stock | Energy | |
| FITB | Fifth Third Bancorp | Stock | Financials |
Artisan Mid Cap Risk Profiles
| Mean Deviation | 0.6306 | |||
| Semi Deviation | 0.5987 | |||
| Standard Deviation | 0.8448 | |||
| Variance | 0.7137 |
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 Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |