Artisan Global Value Fund Institutional Class

Frequently Asked Questions About APHGX

What does APHGX invest in?

The primary objective of this fund is to achieve substantial capital appreciation over the long term. Its management team utilizes rigorous fundamental analysis to build a diversified global equity portfolio. They identify and invest in companies, both domestically and internationally, that they believe are trading below their intrinsic value. Specifically, the fund targets high-quality businesses demonstrating robust financial health and leadership teams prioritizing shareholder returns. Under typical market conditions, the fund allocates its capital predominantly to common shares and other equity-related instruments across worldwide markets.

What is the expense ratio of APHGX?

Artisan Global Value Fund Institutional Class (APHGX) charges an expense ratio of 1.02%. This is the annual fee deducted from fund assets to cover management and operations.

How big is APHGX?

Artisan Global Value Fund Institutional Class (APHGX) manages $3.24B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is APHGX actively managed or an index fund?

APHGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was APHGX launched?

Artisan Global Value Fund Institutional Class (APHGX) launched in July 2012 and is managed by Artisan Partners.

How has APHGX performed?

APHGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.