Artisan Thematic Fund Quote
| ARTTX Fund | USD 24.96 0.02 0.08% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Artisan Thematic is trading at 24.96 as of the 22nd of November 2024; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 24.94. Artisan Thematic 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. Equity ratings for Artisan Thematic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. 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
| 0.84 | APDWX | Artisan Value Income | PairCorr |
| 0.92 | APDYX | Artisan Developing World | PairCorr |
| 0.96 | APDTX | Artisan Thematic | PairCorr |
| 0.86 | APDSX | Artisan Small Cap | PairCorr |
| 0.84 | APDUX | Artisan Floating Rate | PairCorr |
| 0.83 | APDPX | Artisan Global Uncon | 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 | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Thematic [ARTTX] is traded in USA and was established 22nd of November 2024. 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 32.32%, while the total return for the last 3 years was 5.15%.
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
| ZTS | Zoetis Inc | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| GPN | Global Payments | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| A | Agilent Technologies | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
Artisan Thematic Risk Profiles
| Mean Deviation | 0.7802 | |||
| Semi Deviation | 1.02 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 |
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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