Artisan International’s skilled management team and strong fundamental research earn each of its share classes a Morningstar Analyst Rating of Bronze.
Artisan International Institutional APHIX
NAV / 1-Day Return
37.43
/
0.75
%
Total Assets
10.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.960%
Expense Ratio
0.960%
Fee Level
Above Average
Longest Manager Tenure
25.57
years
Category
Foreign Large Growth
Investment Style
Large BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.42%
Turnover
54%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A rough 2020 does not diminish this fund’s appeal.
