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Morningstar

Artisan Focus Fund Institutional APHTX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 22.30  /  0.00
  • Total Assets 996.2 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 271%

USD | NAV as of May 28, 2024 | 1-Day Return as of May 28, 2024, 10:49 PM GMT+0

Morningstar’s Analysis APHTX

Will APHTX outperform in 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 APHTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHTX 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 APHTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade in its Process Pillar rating is the primary driver of Artisan Focus Fund Institutional's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings APHTX

More APHTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.60 99.0 Mil
Technology

GENERAL ELECTRIC CO COMMON STOCK USD 0.01

6.58 67.9 Mil
—

NVIDIA Corp

5.87 60.5 Mil
Technology

Option Put on NVIDIA Corp

5.66 58.3 Mil
—

Option Call on Maplebear Inc

4.95 51.0 Mil
—

Canadian Pacific Kansas City Ltd

4.91 50.6 Mil
Industrials

TransDigm Group Inc

4.78 49.3 Mil
Industrials

Visa Inc Class A

4.71 48.5 Mil
Financial Services

Option Call on Marvell Technology Inc

4.53 46.7 Mil
—

Amazon.com Inc

4.39 45.2 Mil
Consumer Cyclical