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APHTX Artisan Focus Fund Institutional Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V), Adobe (NASDAQ:ADBE), GE Aerospace (NYSE:GE).

Industry description

The investment seeks long-term capital appreciation. The fund's investment approach is based on idea generation, a systematic framework for analyzing companies and proactive risk management. It may invest up to 50% of its total assets at market value at the time of purchase in securities of non-U.S. companies (including depositary receipts). The fund is non-diversified.

Market Cap

The average market capitalization across the Artisan Focus Fund Institutional MF is 1.03T. The market cap for tickers in the group ranges from 179.67B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GE at 179.67B.

Volume

The average weekly volume growth across all stocks in the Artisan Focus Fund Institutional MF was 16%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 54
Price Growth Rating: 43
SMR Rating: 27
Profit Risk Rating: 23
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APHTX
1D Price
Change %
APHTX100%
N/A
RGAFX - APHTX
87%
Closely correlated
N/A
RGACX - APHTX
87%
Closely correlated
N/A
RGAEX - APHTX
87%
Closely correlated
N/A
GFAFX - APHTX
86%
Closely correlated
N/A
GFACX - APHTX
86%
Closely correlated
N/A
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