APHLX Mutual Fund

APHLX Mutual Fund (Artisan Value Fund Institutional Class) is managed by Artisan Partners. APHLX expense ratio is 0.55%, holding 47 positions across sectors including Financials, Energy, Health Care. Inception date: 2011-07-26.

APHLX performance shows a YTD return of 8.25%. The 1-year return is 19.61% and the 5-year return is 10.08%. APHLX dividend yield stands at 12.94%, paid annually.

APHLX top holdings include Schlumberger Nv. (3.5%), Eog Resources Inc (3.5%), Wells Fargo & Co. (3.2%), Philip Morris International Inc. (3.1%), Accenture Plc-Cl A (3.0%). Go to all APHLX holdings, APHLX sectors, or APHLX dividends.

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