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APDWX Artisan Value Income Advisor Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Comcast Corp (NASDAQ:CMCSA), Altria Group (NYSE:MO), CME Group (NASDAQ:CME), EOG Resources (NYSE:EOG).

Industry description

The investment seeks to provide total return through a combination of income and capital appreciation. The fund’s investment team employs a fundamental investment process to construct a diversified portfolio of equity securities across a broad capitalization range. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The fund may invest up to 30% of its total assets at market value at the time of purchase in securities of non-U.S. issuers (including depositary receipts).

Market Cap

The average market capitalization across the Artisan Value Income Advisor MF is 71.58B. The market cap for tickers in the group ranges from 11.85B to 167.85B. CMCSA holds the highest valuation in this group at 167.85B. The lowest valued company is LAMR at 11.85B.

Volume

The average weekly volume growth across all stocks in the Artisan Value Income Advisor MF was -0%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 65
Price Growth Rating: 44
SMR Rating: 39
Profit Risk Rating: 36
Seasonality Score: -46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large 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
MFs / NAMEPrice $Chg $Chg %
RDWCX10.970.04
+0.37%
American Funds Dvlpg Wld Gr&Inc R3
GSAIX19.39N/A
N/A
Goldman Sachs China Equity Instl
NBPTX47.37N/A
N/A
Neuberger Berman Large Cap Value Tr
PGILX36.81-0.15
-0.41%
Putnam Focused Equity Y
MCGFX13.33-0.06
-0.45%
AMG Montrusco Bolton Large Cap Growth N

APDWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APDWX has been closely correlated with DOXGX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if APDWX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APDWX
1D Price
Change %
APDWX100%
-0.19%
DOXGX - APDWX
88%
Closely correlated
+0.01%
VVIAX - APDWX
86%
Closely correlated
-0.21%
VIVIX - APDWX
86%
Closely correlated
-0.21%
VIVAX - APDWX
85%
Closely correlated
-0.21%
FFFMX - APDWX
84%
Closely correlated
-0.26%
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