APHTX Mutual Fund

APHTX Mutual Fund (Artisan Focus Fund Institutional Class) is managed by Artisan Partners. APHTX expense ratio is 1.07%, holding 49 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-02-03.

APHTX performance shows a YTD return of 14.08%. The 1-year return is 14.05% and the 5-year return is 11.35%. APHTX dividend yield stands at 3.53%, paid annually.

APHTX top holdings include Blackrock Liquidity Funds T-Fund (10.7%), Nvidia Corp. (8.2%), Rolls-Royce Holdings PLC Ord Gbp0.20 (7.1%), Apple, Inc (6.6%), Analog Devices, Inc. (6.2%). Go to all APHTX holdings, APHTX sectors, or APHTX dividends.

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