Artisan Value Income Fund Quote
| APFWX Fund | USD 10.90 0.06 0.55% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Artisan Value is trading at 10.90 as of the 25th of November 2024; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 10.84. Artisan Value has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Artisan Value Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2023 and ending today, the 25th of November 2024. Click here to learn more.
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. More on Artisan Value Income
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Partners Funds, Large Funds, Large Value Funds, Large Value, Artisan Partners Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Artisan Value Income [APFWX] is traded in USA and was established 25th of November 2024. Artisan Value is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Artisan Partners Funds family. This fund presently has accumulated 10.15 M in assets under management (AUM) with no minimum investment requirementsArtisan Value Income is currently producing year-to-date (YTD) return of 15.51% with the current yeild of 0.02%, while the total return for the last year was 23.35%.
Check Artisan Value 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 Value Income 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 Value Income Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| EOG | EOG Resources | Stock | Energy | |
| LAMR | Lamar Advertising | Stock | Real Estate | |
| MO | Altria Group | Stock | Consumer Staples | |
| MRK | Merck Company | Stock | Health Care | |
| NTRS | Northern Trust | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
Artisan Value Income Risk Profiles
| Mean Deviation | 0.4607 | |||
| Semi Deviation | 0.3782 | |||
| Standard Deviation | 0.5692 | |||
| Variance | 0.324 |
Artisan Value Against Markets
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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