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APHNX Artisan Select Equity Institutional Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), American Express Company (NYSE:AXP), Elevance Health (NYSE:ELV).

Industry description

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.

Market Cap

The average market capitalization across the Artisan Select Equity Institutional MF is 525.24B. The market cap for tickers in the group ranges from 32.37B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is HEI at 32.37B.

Volume

The average weekly volume growth across all stocks in the Artisan Select Equity Institutional MF was 59%. For the same stocks of the MF, the average monthly volume growth was 70% and the average quarterly volume growth was 45%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 59
Price Growth Rating: 39
SMR Rating: 55
Profit Risk Rating: 17
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, APHNX has been closely correlated with FXAIX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if APHNX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APHNX
1D Price
Change %
APHNX100%
-0.32%
FXAIX - APHNX
81%
Closely correlated
-1.31%
VTSMX - APHNX
80%
Closely correlated
-1.31%
VSTSX - APHNX
80%
Closely correlated
-1.31%
VITSX - APHNX
80%
Closely correlated
-1.31%
VTSAX - APHNX
80%
Closely correlated
-1.31%
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