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APHSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$38.44
Change
-$0.25 (-0.65%)
Net Assets
1.42B

APHSX Artisan Small Cap Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lattice Semiconductor Corp (NASDAQ:LSCC).

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 U.S. small-cap growth companies. It invests primarily in U.S. companies and, under normal circumstances, 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 the common stocks of small companies.

Market Cap

The average market capitalization across the Artisan Small Cap Institutional MF is 11.33B. The market cap for tickers in the group ranges from 4.64B to 38.1B. ARGX holds the highest valuation in this group at 38.1B. The lowest valued company is WK at 4.64B.

Volume

The average weekly volume growth across all stocks in the Artisan Small Cap Institutional MF was 14%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 70
Price Growth Rating: 48
SMR Rating: 76
Profit Risk Rating: 37
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APHSX
1D Price
Change %
APHSX100%
-0.65%
VSGAX - APHSX
91%
Closely correlated
-1.01%
WCMLX - APHSX
91%
Closely correlated
-1.03%
WCMNX - APHSX
91%
Closely correlated
-1.05%
VEXPX - APHSX
89%
Closely correlated
-1.01%
VEXRX - APHSX
89%
Closely correlated
-1.01%
More