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APDQX Artisan Mid Cap Value Advisor Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Analog Devices (NASDAQ:ADI), Marriott International (NASDAQ:MAR), Expedia Group (NASDAQ:EXPE).

Industry description

The investment seeks long-term capital growth. The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that index.

Market Cap

The average market capitalization across the Artisan Mid Cap Value Advisor MF is 31.86B. The market cap for tickers in the group ranges from 6.97B to 102.45B. ADI holds the highest valuation in this group at 102.45B. The lowest valued company is VNT at 6.97B.

Volume

The average weekly volume growth across all stocks in the Artisan Mid Cap Value Advisor MF was -19%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 53
Price Growth Rating: 40
SMR Rating: 36
Profit Risk Rating: 49
Seasonality Score: 49 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee
Phone
800.344-1770
Web
www.artisanfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PW1.03N/A
N/A
Power REIT
MMLP3.97-0.02
-0.50%
Martin Midstream Partners LP
APPF230.02-3.34
-1.43%
AppFolio
LGND111.71-3.74
-3.24%
Ligand Pharmaceuticals
OLMA9.17-0.93
-9.21%
Olema Pharmaceuticals

APDQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APDQX has been closely correlated with JVMRX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if APDQX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APDQX
1D Price
Change %
APDQX100%
-0.89%
JVMRX - APDQX
72%
Closely correlated
-0.73%
MVCAX - APDQX
60%
Loosely correlated
-0.65%
VEVYX - APDQX
56%
Loosely correlated
-0.70%
VMVAX - APDQX
55%
Loosely correlated
-0.23%
JVMAX - APDQX
54%
Loosely correlated
-0.77%
More