APHQX Mutual Fund

APHQX Mutual Fund (Artisan Mid Cap Value Fund Institutional Class) is managed by Artisan Partners. APHQX expense ratio is 0.96%, holding 53 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2012-02-01.

APHQX performance shows a YTD return of 6.89%. The 1-year return is 11.97% and the 5-year return is 4.61%. APHQX dividend yield stands at 1.58%, paid annually.

APHQX top holdings include Lamar Advertising Co (3.4%), First Citizens Bancshares Inc/ Common Stock USD1.0 (2.9%), U Haul Holding Co (2.8%), Globe Life Inc. (2.6%), Oge Energy Corp. (2.6%). Go to all APHQX holdings, APHQX sectors, or APHQX dividends.

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