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APHMX Artisan Mid Cap Institutional Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chipotle Mexican Grill (NYSE:CMG), Atlassian Corp (NASDAQ:TEAM), Ingersoll Rand (NYSE:IR), Lattice Semiconductor Corp (NASDAQ:LSCC).

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 the index.

Market Cap

The average market capitalization across the Artisan Mid Cap Institutional MF is 37.11B. The market cap for tickers in the group ranges from 6.98B to 80.76B. CMG holds the highest valuation in this group at 80.76B. The lowest valued company is LSCC at 6.98B.

Volume

The average weekly volume growth across all stocks in the Artisan Mid Cap Institutional MF was -25%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 65
Price Growth Rating: 44
SMR Rating: 64
Profit Risk Rating: 41
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee
Phone
800.344-1770
Web
www.artisanfunds.com
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APHMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APHMX has been closely correlated with FSMAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if APHMX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APHMX
1D Price
Change %
APHMX100%
+0.49%
FSMAX - APHMX
91%
Closely correlated
-0.68%
TRQZX - APHMX
83%
Closely correlated
-0.29%
RPTIX - APHMX
83%
Closely correlated
-0.29%
PMAQX - APHMX
81%
Closely correlated
+0.33%
PEMGX - APHMX
80%
Closely correlated
+0.33%
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