Artisan Global is trading at 23.72 as of the 24th of November 2024; that is 0.25 percent up since the beginning of the trading day. The fund's open price was 23.66. Artisan Global has about a 22 % 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 25th of September 2024 and ending today, the 24th 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 Global Value [APHGX] is traded in USA and was established 24th of November 2024. Artisan Global is listed under Artisan category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Artisan family. This fund presently has accumulated 3.72 B in assets under management (AUM) with no minimum investment requirementsArtisan Global Value is currently producing year-to-date (YTD) return of 12.51% with the current yeild of 0.01%, while the total return for the last 3 years was 6.83%.
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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.
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.