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, Health Care, Information Technology. 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 Kerry Group Plc-A (3.5%), Visa Inc Class A (3.4%), Philip Morris International Inc. (3.3%), Wells Fargo & Co. (3.2%), Thermo Fisherscientific Inc. (3.2%). 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.