Artisan Select Equity Fund Quote
| APHNX Fund | USD 16.42 0.04 0.24% |
PerformanceWeak
| Odds Of DistressLow
|
Artisan Select is trading at 16.42 as of the 26th of February 2025; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 16.38. Artisan Select has about a 22 % 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 4th of November 2023 and ending today, the 26th of February 2025. Click here to learn more.
Under normal market conditions, 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 equity securities or instruments that have similar economic characteristics. More on Artisan Select Equity
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 December 2024 |
Artisan Select Equity [APHNX] is traded in USA and was established 26th of February 2025. Artisan Select 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 10.36 M in assets under management (AUM) with no minimum investment requirementsArtisan Select Equity is currently producing year-to-date (YTD) return of 7.26% with the current yeild of 0.0%, while the total return for the last 3 years was 9.79%.
Check Artisan Select 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 Select Equity 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 Select Equity Mutual Fund Constituents
| CFR | CullenFrost Bankers | Stock | Financials | |
| XRAY | Dentsply Sirona | Stock | Health Care | |
| PGR | Progressive Corp | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| HOG | Harley Davidson | Stock | Consumer Discretionary | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| FDX | FedEx | Stock | Industrials | |
| ELV | Elevance Health | Stock | Health Care |
Artisan Select Equity Risk Profiles
| Mean Deviation | 0.5065 | |||
| Semi Deviation | 0.6614 | |||
| Standard Deviation | 0.7041 | |||
| Variance | 0.4958 |
Artisan Select Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Select 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 Select security.
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