Artisan Global Discovery Fund Fundamentals
| APHDX Fund | USD 22.42 0.03 0.13% |
Artisan Global Discovery fundamentals help investors to digest information that contributes to Artisan Global's financial success or failures. It also enables traders to predict the movement of Artisan Mutual Fund. The fundamental analysis module provides a way to measure Artisan Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Artisan Global mutual fund.
Artisan |
Artisan Global Discovery Mutual Fund Cash Position Weight Analysis
Artisan Global's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Artisan Global Cash Position Weight | 4.85 % |
Most of Artisan Global's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Artisan Global Discovery is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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In accordance with the recently published financial statements, Artisan Global Discovery has 4.85% in Cash Position Weight. This is much higher than that of the Artisan family and significantly higher than that of the World Small/Mid Stock category. The cash position weight for all United States funds is notably lower than that of the firm.
Artisan Global Discovery Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Global's current stock value. Our valuation model uses many indicators to compare Artisan Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Global competition to find correlations between indicators driving Artisan Global's intrinsic value. More Info.Artisan Global Discovery 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 1.50 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 Global's earnings, one of the primary drivers of an investment's value.Artisan Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Artisan Global's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Artisan Global could also be used in its relative valuation, which is a method of valuing Artisan Global by comparing valuation metrics of similar companies.Artisan Global is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Artisan Global
The fund consists of 95.16% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Artisan Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Artisan Fundamentals
| Total Asset | 279.04 M | ||||
| Year To Date Return | 21.41 % | ||||
| One Year Return | 32.11 % | ||||
| Three Year Return | 0.23 % | ||||
| Net Asset | 125.29 M | ||||
| Cash Position Weight | 4.85 % | ||||
| Equity Positions Weight | 95.16 % |
About Artisan Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Artisan Global Discovery's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Artisan Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Artisan Global Discovery based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The funds investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Artisan Mutual Fund
Artisan Global 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 Global security.
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