Artisan Small Cap Fund Quote
| APHSX Fund | USD 40.26 0.70 1.77% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Artisan Small is trading at 40.26 as of the 24th of November 2024; that is 1.77 percent up since the beginning of the trading day. The fund's open price was 39.56. Artisan Small has less than a 18 % 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 Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 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 U.S. small-cap growth companies. It invests primarily in U.S. companies and, 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 the common stocks of small companies.. More on Artisan Small Cap
Moving together with Artisan Mutual Fund
| 0.9 | APDNX | Artisan Select Equity | PairCorr |
| 0.84 | APHYX | Artisan Developing World | PairCorr |
| 0.87 | APHTX | Artisan Focus | PairCorr |
| 0.9 | APHNX | Artisan Select Equity | PairCorr |
| 0.87 | APHRX | Artisan Global Oppor | PairCorr |
Moving against Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Funds, Large Funds, Small Growth Funds, Small Growth, Artisan (View all Sectors) |
| Update Date | 30th of September 2024 |
Artisan Small Cap [APHSX] is traded in USA and was established 24th of November 2024. Artisan Small is listed under Artisan category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Artisan family. This fund presently has accumulated 1.81 B in assets under management (AUM) with no minimum investment requirementsArtisan Small Cap is currently producing year-to-date (YTD) return of 13.38%, while the total return for the last 3 years was -6.57%.
Check Artisan Small 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 Small 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 Small Cap Mutual Fund Constituents
| QTWO | Q2 Holdings | Stock | Information Technology | |
| CHGG | Chegg Inc | Stock | Consumer Discretionary | |
| DCI | Donaldson | Stock | Industrials | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| ACIW | ACI Worldwide | Stock | Information Technology | |
| VC | Visteon Corp | Stock | Consumer Discretionary | |
| VEEV | Veeva Systems Class | Stock | Health Care |
Artisan Small Cap Risk Profiles
| Mean Deviation | 0.9496 | |||
| Semi Deviation | 1.14 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.61 |
Artisan Small Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Small 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 Small security.
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