APHWX Mutual Fund

APHWX Mutual Fund (Artisan Value Income Fund Class Institutional) is managed by Artisan Partners. APHWX expense ratio is 1.05%, holding 76 positions across sectors including Financials, Utilities, Consumer Staples. Inception date: 2022-02-28.

APHWX performance shows a YTD return of 8.96%. The 1-year return is 16.56%. APHWX dividend yield stands at 2.16%, paid quarterly.

APHWX top holdings include Lamar Advertising Co (3.6%), Philip Morris International Inc. (3.0%), Eog Resources Inc (2.9%), Ppl Corp (2.6%), Oge Energy Corp. (2.5%). Go to all APHWX holdings, APHWX sectors, or APHWX dividends.

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