- What does APHKX invest in?
- The Artisan International Value Fund Institutional Class is designed to achieve substantial long-term capital appreciation. Its investment strategy is primarily bottom-up, meaning the focus is on selecting individual companies based on their specific merits rather than on country or regional allocation. Under typical market conditions, the fund is committed to investing at least 80% of its total assets (excluding cash and cash equivalents), as measured at the time of purchase, in common stocks and other equity securities of non-U.S. companies. While it predominantly invests in established international markets, the fund also maintains the flexibility to allocate capital to emerging and less developed economies.
- What is the expense ratio of APHKX?
- Artisan International Value Fund Institutional Class (APHKX) charges an expense ratio of 0.97%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is APHKX?
- Artisan International Value Fund Institutional Class (APHKX) manages $24.50B 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 APHKX actively managed or an index fund?
- APHKX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was APHKX launched?
- Artisan International Value Fund Institutional Class (APHKX) launched in October 2006 and is managed by Artisan Partners.
- How has APHKX performed?
- APHKX'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.
