APHWX Mutual Fund (Artisan Value Income Fund Class Institutional) is managed by Artisan Partners. APHWX expense ratio is 1.05%, holding 76 positions across sectors including Financials, Unknown, Utilities. Inception date: 2022-02-28.

APHWX performance shows a YTD return of 6.79%. The 1-year return is 13.16%. APHWX dividend yield stands at 2.21%, paid quarterly.

APHWX 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 APHWX holdings, sector breakdown, or dividend history.

APHWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. APHWX alternatives are available via the screener, along with tax-loss harvesting opportunities.