Morningstar

Artisan Developing World Fund Institutional Shares APHYX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $23.29  /  −2.10 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 78%
NAV and 1-Day Return as of

Morningstar’s Analysis APHYX

Will APHYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APHYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still atypical as well as appealing.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Artisan Developing World continues to be run by a well-credentialed skipper who employs a distinctive approach. The strategy retains its Above Average People and Process Pillar ratings, and it remains an attractive long-term option for investors who understand its risks as well as its rewards.

by William Samuel Rocco
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Portfolio Holdings APHYX

More APHYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.7
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% Portfolio Weight
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