Artisan Small Financials
| APDSX Fund | USD 39.84 0.15 0.38% |
Artisan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Artisan Small Fund Summary
Artisan Small competes with Oil Gas, Fidelity Advisor, Ivy Energy, Energy Services, and World Energy. The funds 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 percent 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.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Artisan Funds |
| Mutual Fund Family | Artisan Partners Funds |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 344 1770 |
| Currency | USD - US Dollar |
Artisan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Small's current stock value. Our valuation model uses many indicators to compare Artisan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Small competition to find correlations between indicators driving Artisan Small's intrinsic value. More Info.Artisan Small Cap is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.54 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Artisan Small's earnings, one of the primary drivers of an investment's value.Artisan Small Cap Systematic Risk
Artisan Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Artisan Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Artisan Small Cap correlated with the market. If Beta is less than 0 Artisan Small generally moves in the opposite direction as compared to the market. If Artisan Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Artisan Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Artisan Small is generally in the same direction as the market. If Beta > 1 Artisan Small moves generally in the same direction as, but more than the movement of the benchmark.
Artisan Small Thematic Clasifications
Artisan Small Cap is part of several thematic ideas from Small Growth Funds to Large Growth Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasArtisan Small Cap is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 2.75 Billion. Artisan Small totals roughly 1.78 Billion in net asset claiming about 65% of funds listed under Small Growth category.Artisan Small November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Artisan Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Artisan Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Artisan Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Artisan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Artisan Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.47 | |||
| Information Ratio | 0.0367 | |||
| Maximum Drawdown | 5.77 | |||
| Value At Risk | (1.99) | |||
| Potential Upside | 2.03 |
Other Information on Investing in Artisan Mutual Fund
Artisan Small financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Small security.
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