BBHLX vs APHKX

Both APHKX and BBHLX are mutual funds. APHKX has a lower 5-year return than BBHLX (10.66% vs 12.47%). APHKX has a higher expense ratio than BBHLX (0.96% vs 0.69%). Below is the comparison between APHKX and BBHLX.

APHKX BBHLX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Blend International Equity: Foreign Large Blend
Family Artisan BBH
Net Assets $13.28B $2.60B
Expense Ratio 0.96% 0.69%
Management Style active active
Dividend Yield 0.32% 0.19%
Minimum Investment N/A $5,000,000.00
YTD Return 15.45% 5.15%
1-Year Return 1.43% -0.09%
3-Year Return 13.99% 17.00%
5-Year Return 10.66% 12.47%
10-Year Return 10.44% 8.97%

APHKX description

The Fund seeks maximum long-term capital growth by investing in a portfolio of undervalued non-U.S. companies.

APHKX performance & returns

YTD Return 15.45%
1-Month Return 2.20%
3-Month Return 1.43%
1-Year Return 1.43%
3-Year Return 13.99%
5-Year Return 10.66%
10-Year Return 10.44%
APHKX expense ratio is 0.96%.

APHKX holdings

Top 10 Holdings (41.48% of Total Assets)

Name Symbol % Assets
Samsung Electronics Co Ltd 005930.KS 6.01%
ABB Ltd ABBN 5.19%
Compass Group PLC CPG.L 4.76%
NAVER Corp 035420.KS 4.28%
Arch Capital Group Ltd ACGL 3.81%
UBS Group AG UBSG 3.79%
Fresenius Medical Care AG & Co. KGaA FME.DE 3.58%
Novartis AG NOVN 3.46%
HCL Technologies Ltd HCLTECH.BO 3.30%
Cie Financiere Richemont SA CFR 3.30%

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BBHLX description

The Fund seeks to provide investors with long-term maximization of total return, primarily through capital appreciation.

BBHLX performance & returns

YTD Return 5.15%
1-Month Return -0.98%
3-Month Return -0.09%
1-Year Return -0.09%
3-Year Return 17.00%
5-Year Return 12.47%
10-Year Return 8.97%
BBHLX expense ratio is 0.69%.

BBHLX holdings

Top 10 Holdings (41.56% of Total Assets)

Name Symbol % Assets
SAP SE SAP.DE 5.97%
Alibaba Group Holding Ltd Ordinary Shares 09988 5.20%
Tencent Holdings Ltd 00700 4.99%
AIA Group Ltd 01299.HK 4.98%
Merck KGaA MRK.DE 4.08%
Fidelity National Information Services Inc FIS 3.65%
ASML Holding NV ASML 3.57%
Morgan Stanley InstlLqdty TrsSecs Instl MSUXX 3.21%
Adyen NV ADYEN 2.96%
Shiseido Co Ltd 4911 2.95%

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