APHTX Mutual Fund

APHTX Mutual Fund (Artisan Focus Fund Institutional Class) is managed by Artisan Partners. APHTX expense ratio is 1.07%, holding 56 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-02-03.

APHTX performance shows a YTD return of 13.56%. The 1-year return is 17.26% and the 5-year return is 12.91%. APHTX dividend yield stands at 3.54%, paid annually.

APHTX top holdings include Taiwan Semiconductor - Adr (7.5%), Rolls-Royce Holdings PLC Ord Gbp0.20 (7.4%), Nvidia Corp (6.9%), Apple, Inc (6.7%), Citizens Financial Services (5.0%). 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.