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Artisan Value Advisor APDLX

Analyst rating as of
NAV / 1-Day Return
12.92  /  0.47 %
Total Assets
286.7 Mil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Above Average
Longest Manager Tenure
14.57 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.95%
Turnover
28%
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Morningstar’s Analysis

Will APDLX outperform in future?

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

Growth-oriented holdings have improved recent results.

Senior Analyst

Summary

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Artisan Value has invested more in growth names, but such moves are not unprecedented nor an abandonment of value. It retains a Morningstar Analyst Rating of Bronze across all three share classes.

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