APHEX – Artisan Sustainable Emerging Mkts Inst Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund's investment team employs a fundamental research process to construct a portfolio of emerging market companies. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities of issuers domiciled, headquartered, or whose primary business activities or principal trading markets are in emerging and less developed markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARTZX	Artisan Sustainable Emerging Markets Fund Investor Class	No Load	Open			Jun 2, 2008	$35.46M	1.150%	Average	$1,000	$14.09M
APHEX	Artisan Sustainable Emerging Markets Fund Institutional Class	Institutional	Open			Jun 26, 2006	$333.59M	1.000%	Average	$1M	$85.78M
APDEX	Artisan Sustainable Emerging Markets Fund Advisor Class	Institutional	Open			Apr 28, 2022	$352.26M	1.050%	Above Average	$250,000	$203.20M

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