APHLX Mutual Fund (Artisan Value Fund Institutional Class) is managed by Artisan Partners. APHLX expense ratio is 0.55%, holding 47 positions across sectors including Unknown, Financials, Energy. Inception date: 2011-07-26.

APHLX performance shows a YTD return of 4.02%. The 1-year return is -3.04% and the 5-year return is 3.38%. APHLX dividend yield stands at 13.47%, paid annually.

APHLX top holdings include Schlumberger Nv - Common (3.5%), Eog Resources Inc. Com (3.5%), Wells Fargo & Co (3.2%), Philip Morris International Inc. (3.1%), Accenture plc, Class A (3.0%). View all APHLX holdings, sector breakdown, or dividend history.

APHLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APHLX alternatives are available via the screener, along with tax-loss harvesting opportunities.