APHRX Mutual Fund

APHRX Mutual Fund (Artisan Global Opportunities Fund Institutional Class) is managed by Artisan Partners with $1.75B in net assets. APHRX expense ratio is 0.95%, holding 57 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2011-07-26.

APHRX performance shows a YTD return of 3.23%. The 1-year return is 5.17% and the 5-year return is 2.99%. APHRX dividend yield stands at 3.30%, paid annually.

APHRX top holdings include Amazon.Com Inc (6.9%), Argenx Se Ads (4.5%), Taiwan Semiconductor Manufacturing Co. Ltd. - Adr (4.3%), Broadcom Inc (3.9%), GE Vernova Inc. CDR (CAD Hedged) (3.5%). Go to all APHRX holdings, APHRX sectors, or APHRX dividends.

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