Artisan Select Equity Fund Quote

APDNX Fund  USD 15.51  0.11  0.71%   

Performance

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Odds Of Distress

Less than 22

 
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Artisan Select is trading at 15.51 as of the 25th of December 2024; that is 0.71 percent up since the beginning of the trading day. The fund's open price was 15.4. Artisan Select has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of November 2024 and ending today, the 25th of December 2024. 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

  0.71APHYX Artisan Developing WorldPairCorr
  0.81APHSX Artisan Small CapPairCorr
  1.0APHNX Artisan Select EquityPairCorr

Moving against Artisan Mutual Fund

  0.37APHEX Artisan Emerging MarketsPairCorr
  0.33APHKX Artisan InternationalPairCorr

Artisan Mutual Fund Highlights

Thematic IdeaConsumer Funds (View all Themes)
Fund ConcentrationArtisan Funds, Large Value Funds, Consumer Funds, Large Value, Artisan, Large Value, Large Blend (View all Sectors)
Update Date31st of December 2024
Artisan Select Equity [APDNX] is traded in USA and was established 25th of December 2024. 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. The entity is thematically classified as Consumer Funds. This fund presently has accumulated 10.36 M in assets under management (AUM) with minimum initial investment of 250 K. Artisan Select Equity is currently producing year-to-date (YTD) return of 15.91% with the current yeild of 0.0%, while the total return for the last 3 years was 8.19%.
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

AAPAdvance Auto PartsStockConsumer Discretionary
AXPAmerican ExpressStockFinancials
AXTAAxalta Coating SystemsStockMaterials
BKBank of NewStockFinancials
BKNGBooking HoldingsStockConsumer Discretionary
CCitigroupStockFinancials
CFRCullenFrost BankersStockFinancials
CTSHCognizant Technology SolutionsStockInformation Technology
More Details

Artisan Select Equity Risk Profiles

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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