APHLX Mutual Fund

NAV$15.38

TER0.55%

Holdings47

APHLX Mutual Fund

NAV$15.38

Artisan Value Fund Institutional Class

TER0.55%

Holdings47

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Unlock Sector Analysis

See detailed sector breakdown, concentration levels, and industry allocation

Unlock Now →

Sector Concentration Analysis

Top 3 Sectors

••.•%

of total portfolio

Concentration Level

••••

concentration risk

Largest Sector

••.•%

••••••••

Sector Allocation

Sector Breakdown

Sector	Holdings	Weight
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%

Industry Breakdown

Top 15 industries by allocation

APHLX Mutual Fund Sector Allocation

APHLX sector allocation breaks down across Unknown (24.1%), Financials (20.9%), Health Care (10.5%), Energy (9.8%), Information Technology (9.2%). Across 47 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

APHLX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

APHLX geographic allocation shows country exposure. APHLX overlap calculator reveals how sector exposure compares with other funds.