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Artisan International Institutional APHIX

Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 28.62  /  −0.28 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.20%
  • Turnover 77%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:17 PM GMT+0

Morningstar’s Analysis APHIX

Will APHIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Not a cookie-cutter portfolio.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Artisan International is overseen by a capable and well-resourced manager, but a sometimes free-wheeling approach to portfolio construction and risk management can create turbulence for investors. Still, for the right price, it is a worthy long-run option.

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Portfolio Holdings APHIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Financial Services

Air Liquide SA

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Basic Materials

Linde PLC

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Basic Materials

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Consumer Cyclical

Novo Nordisk A/S Class B

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Healthcare

Deutsche Telekom AG

4.33 218.8 Mil
Communication Services

Allianz SE

3.83 193.3 Mil
Financial Services

Nestle SA

3.41 172.3 Mil
Consumer Defensive

Deutsche Boerse AG

3.30 166.8 Mil
Financial Services

Canadian Pacific Kansas City Ltd

3.12 157.4 Mil
Industrials