Artisan Global Discovery Fund Quote
| APHDX Fund | USD 22.90 0.27 1.19% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Artisan Global is trading at 22.90 as of the 31st of January 2025; that is 1.19 percent up since the beginning of the trading day. The fund's open price was 22.63. Artisan Global 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. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The funds investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value. More on Artisan Global Discovery
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Artisan (View all Sectors) |
| Update Date | 31st of December 2024 |
Artisan Global Discovery [APHDX] is traded in USA and was established 31st of January 2025. Artisan Global is listed under Artisan category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Artisan family. This fund presently has accumulated 125.29 M in assets under management (AUM) with no minimum investment requirementsArtisan Global Discovery is currently producing year-to-date (YTD) return of 7.2%, while the total return for the last 3 years was 6.12%.
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 Discovery 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 Discovery Mutual Fund Constituents
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| ASND | Ascendis Pharma AS | Stock | Health Care | |
| BSX | Boston Scientific Corp | Stock | Health Care | |
| DSM | Bny Mellon Strategic | Fund | Asset Management | |
| FRC | FIRST REP BK | Stock | Financials | |
| FTV | Fortive Corp | Stock | Industrials | |
| GPN | Global Payments | Stock | Financials | |
| INFO | Harbor ETF Trust | Etf | Large Blend |
Artisan Global Discovery Risk Profiles
| Mean Deviation | 0.7724 | |||
| Semi Deviation | 0.9179 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.03 |
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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |