Artisan Floating Rate Fund Fundamentals
| ARTUX Fund | USD 9.57 0.01 0.10% |
Artisan Floating Rate fundamentals help investors to digest information that contributes to Artisan Floating's financial success or failures. It also enables traders to predict the movement of Artisan Mutual Fund. The fundamental analysis module provides a way to measure Artisan Floating's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Artisan Floating mutual fund.
Artisan |
Artisan Floating Rate Mutual Fund Cash Position Weight Analysis
Artisan Floating's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Artisan Floating Cash Position Weight | 11.29 % |
Most of Artisan Floating's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Artisan Floating Rate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Artisan Floating Rate has 11.29% in Cash Position Weight. This is much higher than that of the Artisan Partners Funds family and significantly higher than that of the Bank Loan category. The cash position weight for all United States funds is notably lower than that of the firm.
Artisan Floating Rate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Artisan Floating's current stock value. Our valuation model uses many indicators to compare Artisan Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Artisan Floating competition to find correlations between indicators driving Artisan Floating's intrinsic value. More Info.Artisan Floating Rate is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 6,069 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Artisan Floating's earnings, one of the primary drivers of an investment's value.Artisan Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Artisan Floating's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Artisan Floating could also be used in its relative valuation, which is a method of valuing Artisan Floating by comparing valuation metrics of similar companies.Artisan Floating is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Artisan Floating
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.Asset allocation divides Artisan Floating's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Artisan Fundamentals
| Total Asset | 46.81 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 6.68 % | ||||
| One Year Return | 8.36 % | ||||
| Net Asset | 46.81 M | ||||
| Cash Position Weight | 11.29 % |
About Artisan Floating Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Artisan Floating Rate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Artisan Floating using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Artisan Floating Rate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund will invest no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in floating rate debt instruments and other investments that are the economic equivalent of floating rate debt instruments or enable it to achieve a floating rate of income. The fund will invest primarily in instruments that are rated, at the time of purchase, below investment grade, commonly known as junk bonds.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Artisan Mutual Fund
Artisan Floating 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 Floating security.
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