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APHGX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$25.40
Change
-$0.35 (-1.36%)
Net Assets
2.71B

APHGX Artisan Global Value Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Elevance Health (NYSE:ELV), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

Market Cap

The average market capitalization across the Artisan Global Value Institutional MF is 573.18B. The market cap for tickers in the group ranges from 3.51M to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the Artisan Global Value Institutional MF was -19%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 56
Price Growth Rating: 38
SMR Rating: 50
Profit Risk Rating: 24
Seasonality Score: -1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, APHGX has been closely correlated with PRIKX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if APHGX jumps, then PRIKX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APHGX
1D Price
Change %
APHGX100%
-1.36%
PRIKX - APHGX
81%
Closely correlated
-0.13%
TRZRX - APHGX
81%
Closely correlated
-0.13%
DODWX - APHGX
78%
Closely correlated
-1.15%
DOXWX - APHGX
76%
Closely correlated
-1.15%
VGPMX - APHGX
72%
Closely correlated
-0.38%
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