- 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 $2.51B 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 the fund issuer.
- 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.
