APFWX Mutual Fund
APFWX Mutual Fund
Artisan Value Income Fund Class Investor
APFWX Mutual Fund Overview
APFWX Mutual Fund (Artisan Value Income Fund Class Investor) is managed by Artisan Partners. APFWX expense ratio is 1.20%, holding 76 positions across sectors including Financials, Unknown, Utilities. Inception date: 2022-02-28.
APFWX performance shows a YTD return of 6.74%. The 1-year return is 13.04%. APFWX dividend yield stands at 2.08%, paid quarterly.
APFWX top holdings include Lamar Advertising Co_None_0 (3.6%), Philip Morris International Inc. (3.0%), Eog Resources Inc. Com (2.9%), Ppl Corp. (2.6%), Oge Energy Corp. (2.5%). View all APFWX holdings, sector breakdown, or dividend history.
APFWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.