APHLX Mutual Fund
APHLX Mutual Fund
Artisan Value Fund Institutional Class

APHLX Mutual Fund Overview
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, Health Care. Inception date: 2011-07-26.
APHLX performance shows a YTD return of 6.66%. 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. (3.5%), Eog Resources Inc (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.