APFWX Mutual Fund

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, Utilities, Consumer Staples. Inception date: 2022-02-28.

APFWX performance shows a YTD return of 8.91%. The 1-year return is 16.43%. APFWX dividend yield stands at 2.04%, paid quarterly.

APFWX 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 APFWX holdings, APFWX sectors, or APFWX dividends.

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