Morningstar

Artisan Select Equity Fund Advisor Shares APDNX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $21.75  /  −0.32 %
  • Fund Size $98.5M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.30%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis APDNX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Artisan Select Equity Advisor holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings APDNX

More APDNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
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