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ARTQX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$15.40
Change
+$0.06 (+0.39%)
Net Assets
608.92M

ARTQX Artisan Mid Cap Value Investor Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Analog Devices (NASDAQ:ADI), Marriott International (NASDAQ:MAR), Expedia Group (NASDAQ:EXPE).

Industry description

The investment seeks long-term capital growth. The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that index.

Market Cap

The average market capitalization across the Artisan Mid Cap Value Investor MF is 41.3B. The market cap for tickers in the group ranges from 5.56B to 145.91B. ADI holds the highest valuation in this group at 145.91B. The lowest valued company is VNT at 5.56B.

Volume

The average weekly volume growth across all stocks in the Artisan Mid Cap Value Investor MF was 30%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 39%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 35
Price Growth Rating: 31
SMR Rating: 39
Profit Risk Rating: 41
Seasonality Score: 26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, ARTQX has been closely correlated with VMVIX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARTQX jumps, then VMVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARTQX
1D Price
Change %
ARTQX100%
+0.39%
VMVIX - ARTQX
91%
Closely correlated
+0.69%
VMVAX - ARTQX
91%
Closely correlated
+0.69%
JVMSX - ARTQX
84%
Closely correlated
+0.53%
JVMRX - ARTQX
84%
Closely correlated
+0.52%
JVMTX - ARTQX
84%
Closely correlated
+0.52%
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