Artisan Thematic Fund Quote
| ARTTX Fund | USD 22.49 0.12 0.54% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Artisan Thematic is trading at 22.49 as of the 18th of January 2025; that is 0.54 percent up since the beginning of the trading day. The fund's open price was 22.37. Artisan Thematic 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 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
The funds investment approach is based on idea generation, a systematic framework for analyzing companies and proactive risk management. It may invest up to 50 percent of its total assets at market value at the time of purchase in securities of non-U.S. More on Artisan Thematic
Moving together with Artisan Mutual Fund
| 0.88 | APDWX | Artisan Value Income | PairCorr |
| 1.0 | APDTX | Artisan Thematic | PairCorr |
| 0.73 | APDSX | Artisan Small Cap | PairCorr |
Moving against Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Partners Funds, Large Growth Funds, Large Growth, Artisan Partners Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Thematic [ARTTX] is traded in USA and was established 18th of January 2025. Artisan Thematic is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Artisan Partners Funds family. This fund presently has accumulated 1.29 B in assets under management (AUM) with no minimum investment requirementsArtisan Thematic is currently producing year-to-date (YTD) return of 2.05%, while the total return for the last 3 years was 7.31%.
Check Artisan Thematic 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 Thematic 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 Thematic Mutual Fund Constituents
| EA | Electronic Arts | Stock | Communication Services | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| EQIX | Equinix | Stock | Real Estate | |
| AON | Aon PLC | Stock | Financials | |
| TMUS | T Mobile | Stock | Communication Services | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| ACN | Accenture plc | Stock | Information Technology |
Artisan Thematic Risk Profiles
| Mean Deviation | 1.11 | |||
| Standard Deviation | 1.85 | |||
| Variance | 3.41 | |||
| Risk Adjusted Performance | (0.03) |
Artisan Thematic Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Thematic 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 Thematic security.
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