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BCAIX vs APHKX

Both APHKX and BCAIX are mutual funds. APHKX has a higher 5-year return than BCAIX (11.9% vs 11.38%). APHKX has a lower expense ratio than BCAIX (0.96% vs 1%). Below is the comparison between APHKX and BCAIX.

APHKX BCAIX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Blend International Equity: Foreign Large Blend
Family Artisan Boston Common
Net Assets $13.17B $475.60M
Expense Ratio 0.96% 1.00%
Management Style active active
Dividend Yield 0.31% 0.60%
Minimum Investment N/A $100,000.00
YTD Return 18.06% 5.41%
1-Year Return 7.96% 4.82%
3-Year Return 11.51% 9.44%
5-Year Return 11.90% 11.38%
10-Year Return 9.69% 6.33%

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 18.06%
1-Month Return 4.35%
3-Month Return 7.96%
1-Year Return 7.96%
3-Year Return 11.51%
5-Year Return 11.90%
10-Year Return 9.69%
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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BCAIX description

The Fund seeks long-term capital appreciation. The Fund seeks to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts (ADRs) of companies it believes are high quality and undervalued.

BCAIX performance & returns

YTD Return 5.41%
1-Month Return 3.25%
3-Month Return 4.82%
1-Year Return 4.82%
3-Year Return 9.44%
5-Year Return 11.38%
10-Year Return 6.33%
BCAIX expense ratio is 1%.

BCAIX holdings

Top 10 Holdings (24.67% of Total Assets)

Name Symbol % Assets
Unilever NV ADR UN 3.09%
Roche Holding AG ADR RHHBY 3.01%
Sampo Oyj Class A SAMPO 2.45%
Vonovia SE VNA.DE 2.42%
Daikin Industries Ltd 6367 2.36%
Essity AB Class B ESSITY B 2.32%
Vestas Wind Systems A/S VWS 2.31%
Novo Nordisk A/S B NOVO B 2.28%
Schneider Electric SE SU.PA 2.26%
AIA Group Ltd 01299.HK 2.17%

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