Morningstar

Artisan Sustainable Emerging Markets Fund Institutional Class APHEX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $27.01  /  −0.55 %
  • Fund Size $711.1M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.39%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis APHEX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Artisan Sustainable Emerging Mkts Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings APHEX

More APHEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

18.31 132M
Technology

SK hynix Inc

6.63 48M
Technology

Tencent Holdings Ltd

3.72 27M
Communication Services

MediaTek Inc

3.15 23M
Technology

Alibaba Group Holding Ltd Ordinary Shares

2.78 20M
Consumer Cyclical

BlackRock Liquidity T-Fund Instl

2.71 19M
Cash and Equivalents

ICICI Bank Ltd

2.38 17M
Financial Services

Anglogold Ashanti PLC

1.83 13M
Basic Materials

Antofagasta PLC

1.71 12M
Basic Materials

Itau Unibanco Holding SA

1.58 11M
Financial Services

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