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Morningstar

Artisan International Institutional APHIX

Morningstar Analyst Rating
Analyst rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 25.80  /  0.62 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.42%
  • Turnover 50%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 12:05 AM GMT+00:00

Morningstar’s Analysis APHIX

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

People Pillar

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

Risk-management concerns are bubbling up.

Senior Analyst

Summary

| by Jack Shannon

While a seasoned and talented team manages Artisan International, concerns over risk management merit a downgrade of this strategy’s Process Pillar rating. As a result, its Morningstar Analyst Rating is downgraded to Neutral for its more-expensive share class, while the cheaper classes remain at Bronze.

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