Artisan Developing World Fund Quote
| APDYX Fund | USD 19.06 0.04 0.21% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Artisan Developing is trading at 19.06 as of the 11th of May 2024; that is 0.21% increase since the beginning of the trading day. The fund's open price was 19.02. Artisan Developing has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Artisan Developing World are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of March 2024 and ending today, the 11th of May 2024. Click here to learn more.
The funds investment team employs a fundamental investment process to construct a diversified portfolio of securities that offers exposure to developing world economies. In pursuit of this goal, the team generally invests substantially in equity securities of issuers domiciled in or economically tied to countries the team considers to have characteristics typical of the developing world. More on Artisan Developing World
Moving together with Artisan Mutual Fund
| 0.86 | APDWX | Artisan Value Income | PairCorr |
| 0.85 | APDTX | Artisan Thematic | PairCorr |
| 0.74 | APDOX | Artisan Emerging Markets | PairCorr |
Artisan Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Artisan Developing's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Artisan Developing or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Artisan Partners Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Artisan Partners Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Developing World [APDYX] is traded in USA and was established 11th of May 2024. Artisan Developing is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Artisan Partners Funds family. This fund presently has accumulated 2.91 B in assets under management (AUM) with no minimum investment requirementsArtisan Developing World is currently producing year-to-date (YTD) return of 12.95%, while the total return for the last 3 years was -8.64%.
Check Artisan Developing 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 Developing World 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 Developing World Mutual Fund Constituents
| FB | Meta Platforms | Stock | Internet Content & Information |
| YNDX | Yandex NV | Stock | Communication Services |
| SHTDF | Sinopharm Group Co | Pink Sheet | Medical Distribution |
| YUMC | Yum China Holdings | Stock | Consumer Discretionary |
| ABNB | AirbnbInc | Stock | Consumer Discretionary |
| VEEV | Veeva Systems Class | Stock | Health Care |
| V | Visa Class A | Stock | Financials |
Artisan Developing Target Price Odds Analysis
Based on a normal probability distribution, the odds of Artisan Developing jumping above the current price in 90 days from now is under 4%. The Artisan Developing World probability density function shows the probability of Artisan Developing mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Artisan Developing has a beta of 0.3145. This suggests as returns on the market go up, Artisan Developing average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Artisan Developing World will be expected to be much smaller as well. Additionally, artisan Developing World has an alpha of 0.1189, implying that it can generate a 0.12 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Artisan Developing to move above the current price in 90 days from now is under 4 (This Artisan Developing World probability density function shows the probability of Artisan Mutual Fund to fall within a particular range of prices over 90 days) .
Artisan Developing World Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Artisan Developing market risk premium is the additional return an investor will receive from holding Artisan Developing long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Artisan Developing. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Artisan Developing's alpha and beta are two of the key measurements used to evaluate Artisan Developing's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8776 | |||
| Semi Deviation | 0.8313 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 |
Artisan Developing Against Markets
Picking the right benchmark for Artisan Developing mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Artisan Developing mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Artisan Developing is critical whether you are bullish or bearish towards Artisan Developing World at a given time. Please also check how Artisan Developing's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Artisan Developing without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Fundamentals Comparison Now
Fundamentals ComparisonCompare fundamentals across multiple equities to find investing opportunities |
| All Next | Launch Module |
How to buy Artisan Mutual Fund?
Before investing in Artisan Developing, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Artisan Developing. To buy Artisan Developing fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Artisan Developing. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Artisan Developing fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Artisan Developing World fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Artisan Developing World fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Artisan Developing World, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Artisan Developing World?
The danger of trading Artisan Developing World is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Artisan Developing is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Artisan Developing. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Artisan Developing World is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Artisan Developing World. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.