Artisan Small Cap Fund Holdings Turnover
Artisan Small Cap fundamentals help investors to digest information that contributes to Artisan Small's financial success or failures. It also enables traders to predict the movement of Artisan Mutual Fund. The fundamental analysis module provides a way to measure Artisan Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Artisan Small mutual fund.
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Artisan Small Cap Mutual Fund Holdings Turnover Analysis
Artisan Small's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Artisan Small Holdings Turnover | 39.79 % |
Most of Artisan Small's fundamental indicators, such as Holdings Turnover, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Artisan Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
CompetitionAccording to the company disclosure, Artisan Small Cap has a Holdings Turnover of 39.79%. This is much higher than that of the Category family and notably higher than that of the Family category. The holdings turnover for all United States funds is 66.35% lower than that of the firm.
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Fund Asset Allocation for Artisan Small
The fund consists of 81.4% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Artisan Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Artisan Fundamentals
| Annual Yield | 1.46 % | |||
| Year To Date Return | 5.02 % | |||
| One Year Return | (11.57) % | |||
| Three Year Return | 13.40 % | |||
| Five Year Return | 0.78 % | |||
| Ten Year Return | 8.46 % | |||
| Net Asset | 354.86 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.19 | |||
| Holdings Turnover | 39.79 % | |||
| Cash Position Weight | 18.60 % | |||
| Equity Positions Weight | 81.40 % |
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Other Consideration for investing in Artisan Mutual Fund
If you are still planning to invest in Artisan Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Artisan Small's history and understand the potential risks before investing.
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