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APDWX
Mutual Fund ticker: NASDAQ
AS OF
Oct 17 closing price
Price
$10.87
Change
+$0.07 (+0.65%)
Net Assets
16.49M

APDWX Artisan Value Income Advisor Forecast, Technical & Fundamental Analysis

The investment seeks to provide total return through a combination of income and capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Altria Group (NYSE:MO), Comcast Corp (NASDAQ:CMCSA), CME Group (NASDAQ:CME), EOG Resources (NYSE:EOG).

Industry description

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).

Market Cap

The average market capitalization across the Artisan Value Income Advisor MF is 57.38B. The market cap for tickers in the group ranges from 717.11M to 109.28B. MO holds the highest valuation in this group at 109.28B. The lowest valued company is PMI at 717.11M.

Volume

The average weekly volume growth across all stocks in the Artisan Value Income Advisor MF was -18%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -17%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 48
P/E Growth Rating: 47
Price Growth Rating: 53
SMR Rating: 46
Profit Risk Rating: 42
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee
Phone
800.344-1770
Web
www.artisanfunds.com
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APDWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APDWX has been closely correlated with FFFMX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if APDWX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APDWX
1D Price
Change %
APDWX100%
+0.65%
FFFMX - APDWX
84%
Closely correlated
+0.27%
RMFEX - APDWX
83%
Closely correlated
+0.26%
RMEBX - APDWX
83%
Closely correlated
+0.26%
RMFCX - APDWX
83%
Closely correlated
+0.28%
FFMMX - APDWX
83%
Closely correlated
+0.27%
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