APHSX Mutual Fund

APHSX Mutual Fund (Artisan Small Cap Fund Institutional Shares) is managed by Artisan Partners. APHSX expense ratio is 1.02%, holding 56 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2012-05-07.

APHSX performance shows a YTD return of 12.58%. The 1-year return is 23.75% and the 5-year return is 0.09%. APHSX dividend yield stands at 7.01%, paid quarterly.

APHSX top holdings include Twist Bioscience Corp. (5.6%), Modine Manufacturing Company (5.0%), Lattice Semiconductor Corp. (4.4%), Sturm Ruger & Company Inc. (4.0%), Cognex Corp - Common (3.6%). Go to all APHSX holdings, APHSX sectors, or APHSX dividends.

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