Morningstar

Artisan International Small-Mid Fund Institutional Share APHJX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $21.43  /  +1.71 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 1.080%
  • Net Expense Ratio 1.080%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Limited
  • TTM Yield 0.60%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis APHJX

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

  • People Pillar

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

A team and process worth standing behind.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Artisan International Small-Mid is in a multiyear performance rut, but Rezo Kanovich remains a top-tier manager, and this strategy is worth holding through thick and thin.

by Jack Shannon
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Portfolio Holdings APHJX

More APHJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
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