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Morningstar

Artisan Sustainable Emerging Mkts Inst APHEX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 16.60  /  +0.73 %
  • Total Assets 148.0 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.47%
  • Turnover 29%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis APHEX

Will APHEX 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 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.

A strong management team and sound investment process underpin Artisan Sustainable Emerging Mkts Inst's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings APHEX

More APHEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

11.68 17.5 Mil
Technology

Samsung Electronics Co Ltd

7.58 11.4 Mil
Technology

ICICI Bank Ltd

3.68 5.5 Mil
Financial Services

MediaTek Inc

3.53 5.3 Mil
Technology

BLACKROCK T-FUND - INST SHARES FUND 30

3.36 5.0 Mil
Cash and Equivalents

MercadoLibre Inc

3.08 4.6 Mil
Consumer Cyclical

E Ink Holdings Inc

2.99 4.5 Mil
Technology

Reliance Industries Ltd

2.89 4.3 Mil
Energy

Alibaba Group Holding Ltd Ordinary Shares

2.77 4.2 Mil
Consumer Cyclical

Vietnam Technological and Commercial Joint Stock bank Ordinary Shares

2.50 3.7 Mil
Financial Services