Artisan Small Cap Fund Analysis
APHSX Fund | USD 36.04 0.47 1.32% |
Artisan Small Cap is fairly valued with Real Value of 36.66 and Hype Value of 35.87. The main objective of Artisan Small fund analysis is to determine its intrinsic value, which is an estimate of what Artisan Small Cap is worth, separate from its market price. There are two main types of Artisan Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Artisan Small Cap. On the other hand, technical analysis, focuses on the price and volume data of Artisan Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Artisan Small mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Artisan |
- APHSX Artisan Small Cap
- Latest Artisan Small Cap Fund Q4 2024 Commentary - Seeking Alpha
- APHSX 36.04 0.47
- Low 36.04
- High 36.04
- Alpha -0.12
- Beta 0.83
- Price To Earning 39.17 X
- Price To Book 5.49 X
- Price To Sales 3.57 X
- Total Asset 2 B
- Year To Date Return 2.90 %
- One Year Return 13.39 %
- Three Year Return 3.61 %
- Five Year Return 4.50 %
- Ten Year Return 16.86 %
- Net Asset 1.81 B
- Cash Position Weight 0.82 %
- Equity Positions Weight 99.18 %
- Daily Balance Of Power 9.2 T
- Rate Of Daily Change 1.01
- Day Median Price 36.04
- Day Typical Price 36.04
- Price Action Indicator 0.23
- Period Momentum Indicator 0.47
Artisan Mutual Fund Analysis Notes
The fund generated returns of 5.0% over the last ten years. Artisan Small Cap holds 99.18% of assets under management (AUM) in equities. Large For more info on Artisan Small Cap please contact the company at 866-773-7233.Artisan Small Cap Investment Alerts
Artisan Small Cap generated a negative expected return over the last 90 days | |
Latest headline from news.google.com: Artisan Small Cap Fund Q4 2024 Commentary - Seeking Alpha | |
The fund holds 99.18% of its assets under management (AUM) in equities |
Artisan Market Capitalization
The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Artisan Small's market, we take the total number of its shares issued and multiply it by Artisan Small's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Top Artisan Small Cap Mutual Fund Constituents
WBS | Webster Financial | Stock | |
NEO | NeoGenomics | Stock | |
CHGG | Chegg Inc | Stock | |
VEEV | Veeva Systems Class | Stock | |
DCI | Donaldson | Stock | |
ARGX | argenx NV ADR | Stock | |
OLLI | Ollies Bargain Outlet | Stock | |
GWRE | Guidewire Software | Stock | |
IR | Ingersoll Rand | Stock | |
ACIW | ACI Worldwide | Stock | |
NOVT | Novanta | Stock | |
CGNX | Cognex | Stock | |
TEAM | Atlassian Corp Plc | Stock | |
VMI | Valmont Industries | Stock | |
TYL | Tyler Technologies | Stock | |
QTWO | Q2 Holdings | Stock | |
VCYT | Veracyte | Stock | |
BWXT | BWX Technologies | Stock | |
MPWR | Monolithic Power Systems | Stock | |
ASND | Ascendis Pharma AS | Stock | |
TDY | Teledyne Technologies Incorporated | Stock | |
DXCM | DexCom Inc | Stock | |
LPSN | LivePerson | Stock |
Technical Drivers
As of the 2nd of March, Artisan Small shows the Risk Adjusted Performance of (0.06), standard deviation of 1.41, and Mean Deviation of 1.04. Artisan Small Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.Artisan Small Cap Price Movement Analysis
The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Artisan Small middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Artisan Small Cap. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Artisan Small Outstanding Bonds
Artisan Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Artisan Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Artisan bonds can be classified according to their maturity, which is the date when Artisan Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
AJG 55 02 MAR 33 Corp BondUS04316JAD19 | View | |
AJG 575 02 MAR 53 Corp BondUS04316JAE91 | View | |
AJG 24 09 NOV 31 Corp BondUS04316JAA79 | View | |
AJG 305 09 MAR 52 Corp BondUS04316JAB52 | View |
Artisan Small Predictive Daily Indicators
Artisan Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Artisan Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 36.04 | |||
Day Typical Price | 36.04 | |||
Price Action Indicator | 0.23 | |||
Period Momentum Indicator | 0.47 |
Artisan Small Forecast Models
Artisan Small's time-series forecasting models are one of many Artisan Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Artisan Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Artisan Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Artisan Small prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Artisan shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Artisan Small. By using and applying Artisan Mutual Fund analysis, traders can create a robust methodology for identifying Artisan entry and exit points for their positions.
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.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Artisan Small to your portfolios without increasing risk or reducing expected return.Did you try this?
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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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