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APHGX
Mutual Fund ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$24.08
Change
-$0.14 (-0.58%)
Net Assets
2.5B

APHGX Artisan Global Value Institutional Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Elevance Health (NYSE:ELV), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

Market Cap

The average market capitalization across the Artisan Global Value Institutional MF is 571.65B. The market cap for tickers in the group ranges from 3.51M to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the Artisan Global Value Institutional MF was 34%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 109%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 54
Price Growth Rating: 39
SMR Rating: 50
Profit Risk Rating: 24
Seasonality Score: -56 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee
Phone
800.344-1770
Web
www.artisanfunds.com
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APHGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APHGX has been closely correlated with BIBDX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if APHGX jumps, then BIBDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APHGX
1D Price
Change %
APHGX100%
-0.58%
BIBDX - APHGX
87%
Closely correlated
-1.26%
PRGEX - APHGX
84%
Closely correlated
-1.07%
FMDRX - APHGX
83%
Closely correlated
-0.77%
TEDSX - APHGX
83%
Closely correlated
-0.76%
TEDRX - APHGX
83%
Closely correlated
-0.74%
More