The most notable companies in this group are Comcast Corp (NASDAQ:CMCSA), CME Group (NASDAQ:CME), EOG Resources (NASDAQ:EOG).
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).
The average market capitalization across the Artisan Value Income Institutional MF is 61.6B. The market cap for tickers in the group ranges from 9.01B to 169.42B. CMCSA holds the highest valuation in this group at 169.42B. The lowest valued company is NVT at 9.01B.
The average weekly volume growth across all stocks in the Artisan Value Income Institutional MF was 14%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 38
Price Growth Rating: 47
SMR Rating: 47
Profit Risk Rating: 56
Seasonality Score: 16 (-100 ... +100)