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APHWX
Mutual Fund ticker: NASDAQ
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APHWX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Comcast Corp (NASDAQ:CMCSA), Altria Group (NYSE:MO), CME Group (NASDAQ:CME), EOG Resources (NYSE:EOG).

Industry description

The investment seeks to provide total return through a combination of income and capital appreciation. The fund’s investment team employs a fundamental investment process to construct a diversified portfolio of equity securities across a broad capitalization range. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The fund may invest up to 30% of its total assets at market value at the time of purchase in securities of non-U.S. issuers (including depositary receipts).

Market Cap

The average market capitalization across the Artisan Value Income Institutional MF is 73.1B. The market cap for tickers in the group ranges from 11.85B to 167.85B. CMCSA holds the highest valuation in this group at 167.85B. The lowest valued company is LAMR at 11.85B.

Volume

The average weekly volume growth across all stocks in the Artisan Value Income Institutional MF was -12%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 56
Price Growth Rating: 38
SMR Rating: 38
Profit Risk Rating: 32
Seasonality Score: 61 (-100 ... +100)
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General Information

Category LargeValue

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