APHGX Mutual Fund

APHGX Mutual Fund (Artisan Global Value Fund Institutional Class) is managed by Artisan Partners with $2.40B in net assets. APHGX expense ratio is 1.02%, holding 38 positions across sectors including Financials, Industrials, Communication Services. Inception date: 2012-07-17.

APHGX performance shows a YTD return of 9.72%. The 1-year return is 17.44% and the 5-year return is 11.75%. APHGX dividend yield stands at 1.00%, paid annually.

APHGX top holdings include Samsung Electronics (Equity) (6.1%), Blackrock Liquidity Funds T-Fund (6.1%), Alphabet Inc (4.9%), Bank Of New York Mellon Corp (4.7%), Schwab Strategic T (4.3%). 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.