APHWX Mutual Fund
APHWX Mutual Fund
Artisan Value Income Fund Class Institutional

APHWX Mutual Fund Overview
APHWX Mutual Fund (Artisan Value Income Fund Class Institutional) is managed by Artisan Partners. APHWX expense ratio is 1.05%, holding 71 positions across sectors including Financials, Unknown, Utilities. Inception date: 2022-02-28.
APHWX performance shows a YTD return of 8.13%. The 1-year return is 13.16%. APHWX dividend yield stands at 2.21%, paid quarterly.
APHWX top holdings include Lamar Advertising Co (3.6%), Blackrock Liquidity Funds T-Fund (3.2%), Wells Fargo & Co. (3.1%), Philip Morris International Inc. (2.9%), Heineken Holding Nv (2.6%). View all APHWX holdings, sector breakdown, or dividend history.
APHWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APHWX alternatives are available via the screener, along with tax-loss harvesting opportunities.