Artisan Value Fund Quote
| APHLX Fund | USD 14.75 0.08 0.55% |
PerformanceOK
| Odds Of DistressLow
|
Artisan Value is trading at 14.75 as of the 19th of March 2025; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 14.67. Artisan Value has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund may invest up to 25 percent of its total assets at market value at the time of purchase in securities of non-U.S. issuers . Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. More on Artisan Value Fund
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Funds, Large Value Funds, Large Value, Artisan (View all Sectors) |
| Update Date | 31st of March 2025 |
Artisan Value Fund [APHLX] is traded in USA and was established 19th of March 2025. Artisan Value is listed under Artisan category by Fama And French industry classification. The fund is listed under Large Value category and is part of Artisan family. This fund presently has accumulated 500.73 M in assets under management (AUM) with no minimum investment requirementsArtisan Value is currently producing year-to-date (YTD) return of 1.89% with the current yeild of 0.01%, while the total return for the last 3 years was 11.4%.
Check Artisan Value Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Artisan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Artisan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Artisan Value Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Artisan Value Fund Mutual Fund Constituents
| HES | Hess Corporation | Stock | Energy | |
| OXY | Occidental Petroleum | Stock | Energy | |
| ORCL | Oracle | Stock | Information Technology | |
| FDX | FedEx | Stock | Industrials | |
| SYF | Synchrony Financial | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| MS | Morgan Stanley | Stock | Financials |
Artisan Value Risk Profiles
| Mean Deviation | 0.5891 | |||
| Semi Deviation | 0.8123 | |||
| Standard Deviation | 0.7596 | |||
| Variance | 0.577 |
Artisan Value Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Value 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 Value security.
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