The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), American Express Company (NYSE:AXP), Elevance Health (NYSE:ELV).
The investment seeks long-term capital growth.
Under normal market conditions, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It will invest primarily in U.S. companies but may invest up to 20% of its total assets at market value at the time of purchase in non-U.S. companies, including those in emerging and less developed markets. The fund is non-diversified.
The average market capitalization across the Artisan Select Equity Advisor MF is 223.23B. The market cap for tickers in the group ranges from 21.15B to 1.72T. GOOGL holds the highest valuation in this group at 1.72T. The lowest valued company is HEI at 21.15B.
The average weekly volume growth across all stocks in the Artisan Select Equity Advisor MF was -17%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -37%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 54
Price Growth Rating: 38
SMR Rating: 54
Profit Risk Rating: 57
Seasonality Score: -10 (-100 ... +100)