APHGX Mutual Fund

APHGX Mutual Fund (Artisan Global Value Fund Institutional Class) is managed by Artisan Partners. APHGX expense ratio is 1.02%, holding 46 positions across sectors including Financials, Communication Services, Industrials. Inception date: 2012-07-17.

APHGX performance shows a YTD return of 10.99%. The 1-year return is 26.86% and the 5-year return is 12.88%. APHGX dividend yield stands at 4.30%, paid annually.

APHGX top holdings include Blackrock Liquidity Funds T-Fund (5.4%), Samsung Electronics (Equity) (5.3%), Bank Of New York Mellon Corp (4.8%), Schwab Strategic T (4.6%), Alphabet Inc Common Stock USD 0.001 (4.5%). Go to all APHGX holdings, APHGX sectors, or APHGX dividends.

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