APDWX Mutual Fund

APDWX Mutual Fund (Artisan Value Income Fund Class Advisor) is managed by Artisan Partners. APDWX expense ratio is 1.10%, holding 76 positions across sectors including Financials, Utilities, Consumer Staples. Inception date: 2022-02-28.

APDWX performance shows a YTD return of 8.95%. The 1-year return is 16.53%. APDWX dividend yield stands at 2.13%, paid quarterly.

APDWX top holdings include Lamar Advertising Co (3.6%), Philip Morris International Inc. (3.0%), Eog Resources Inc (2.9%), Ppl Corp (2.6%), Oge Energy Corp. (2.5%). Go to all APDWX holdings, APDWX sectors, or APDWX dividends.

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