APDLX Mutual Fund

APDLX Mutual Fund (Artisan Value Fund Advisor Class) is managed by Artisan Partners. APDLX expense ratio is 0.60%, holding 47 positions across sectors including Financials, Energy, Health Care. Inception date: 2015-04-01.

APDLX performance shows a YTD return of 8.33%. The 1-year return is 19.64% and the 5-year return is 10.06%. APDLX dividend yield stands at 12.89%, paid annually.

APDLX top holdings include Schlumberger Nv. (3.5%), Eog Resources Inc (3.5%), Wells Fargo & Co. (3.2%), Philip Morris International Inc. (3.1%), Accenture Plc-Cl A (3.0%). Go to all APDLX holdings, APDLX sectors, or APDLX dividends.

APDLX can be compared against other funds. Use APDLX overlap to find shared positions, or APDLX vs another fund for a side-by-side view. APDLX alternatives are available via the screener, along with tax-loss harvesting opportunities.