Artisan Global Equity Fund Quote
| APHHX Fund | USD 20.16 0.07 0.35% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Artisan Global is trading at 20.16 as of the 1st of February 2025; that is 0.35 percent down since the beginning of the trading day. The fund's open price was 20.23. 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. The performance scores are derived for the period starting the 7th of February 2024 and ending today, the 1st of February 2025. Click here to learn more.
Under normal circumstances, the fund 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 equity securities or instruments that have similar economic characteristics. It may invest in securities both within and outside the U.S., including emerging and less developed markets. More on Artisan Global Equity
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Funds, Large Blend Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Artisan (View all Sectors) |
| Update Date | 31st of December 2024 |
Artisan Global Equity [APHHX] is traded in USA and was established 1st of February 2025. Artisan Global is listed under Artisan category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Artisan family. This fund presently has accumulated 320.03 M in assets under management (AUM) with no minimum investment requirementsArtisan Global Equity is currently producing year-to-date (YTD) return of 3.68% with the current yeild of 0.01%, while the total return for the last 3 years was 7.11%.
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 Equity 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 Equity Mutual Fund Constituents
| FIS | Fidelity National Information | Stock | Financials | |
| HALO | Halozyme Therapeutics | Stock | Health Care | |
| ARGX | argenx NV ADR | Stock | Health Care | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| AIR | AAR Corp | Stock | Industrials | |
| INGVF | ING Groep NV | Pink Sheet | Banks—Diversified | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| TMUS | T Mobile | Stock | Communication Services |
Artisan Global Equity Risk Profiles
| Mean Deviation | 0.6657 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.84 | |||
| Risk Adjusted Performance | (0.04) |
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.
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