Artisan International Small-Mid Fund

Frequently Asked Questions About APHJX

What does APHJX invest in?

The Artisan International Small-Mid Fund typically allocates a minimum of 80% of its net assets, including any borrowed capital for investment purposes, to common stocks and other securities of small and mid-sized companies. These investments are valued at their market price at the time of acquisition. Additionally, under normal market conditions, the fund ensures that at least 65% of its total assets are invested in securities issued by companies based outside the United States, also measured by their market value upon purchase. The fund's investment strategy encompasses a global reach, targeting opportunities in both well-established developed markets and dynamic emerging or less developed economies.

What is the expense ratio of APHJX?

Artisan International Small-Mid Fund (APHJX) charges an expense ratio of 1.08%. This is the annual fee deducted from fund assets to cover management and operations.

How big is APHJX?

Artisan International Small-Mid Fund (APHJX) manages $2.57B 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 APHJX actively managed or an index fund?

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

When was APHJX launched?

Artisan International Small-Mid Fund (APHJX) launched in April 2016 and is managed by Artisan Partners.

How has APHJX performed?

APHJX'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.