APHNX Mutual Fund

APHNX Mutual Fund (Artisan Select Equity Fund Institutional Class) is managed by Artisan Partners. APHNX expense ratio is 1.09%, holding 25 positions across sectors including Financials, Industrials, Communication Services. Inception date: 2020-02-28.

APHNX performance shows a YTD return of 13.78%. The 1-year return is 29.49% and the 5-year return is 12.04%. APHNX dividend yield stands at 2.85%, paid annually.

APHNX top holdings include Blackrock Liquidity Funds T-Fund (8.6%), Shell Plc (6.2%), Citigroup Inc. (5.3%), Schwab Strategic T (5.2%), Bank Of New York Mellon Corp (5.1%). Go to all APHNX holdings, APHNX sectors, or APHNX dividends.

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