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 Industrials, Information Technology, 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 0.98%. APHSX dividend yield stands at 7.01%, paid quarterly.

APHSX top holdings include Modine Manufacturing Company (6.0%), Ascendis Pharma A/S (5.9%), Twist Bioscience Corp. (3.9%), Vse Corp (3.7%), Macom Technology Solutions Holdings, Inc. (3.7%). 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.