BIGFX vs APHIX

Both APHIX and BIGFX are mutual funds. APHIX has a lower 5-year return than BIGFX (11.46% vs 15%). APHIX has a lower expense ratio than BIGFX (0.96% vs 1.2%). Below is the comparison between APHIX and BIGFX.

APHIX BIGFX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Growth International Equity: Foreign Large Growth
Family Artisan Baron Capital Group, Inc.
Net Assets $4.92B $97.00M
Expense Ratio 0.96% 1.20%
Management Style active active
Dividend Yield 0.43% 0.09%
Minimum Investment N/A $3,000.00
YTD Return 9.52% 12.51%
1-Year Return 2.53% 1.93%
3-Year Return 12.69% 20.20%
5-Year Return 11.46% 15.00%
10-Year Return 9.26% 11.34%

APHIX description

The Fund seeks long-term capital growth by investing in a broadly diversified portfolio of international growth stocks, concentrating on industries or investment themes that present accelerating growth prospects and companies that capitalize on that growth.

APHIX performance & returns

YTD Return 9.52%
1-Month Return 0.61%
3-Month Return 2.53%
1-Year Return 2.53%
3-Year Return 12.69%
5-Year Return 11.46%
10-Year Return 9.26%
APHIX expense ratio is 0.96%.

APHIX holdings

Top 10 Holdings (40.73% of Total Assets)

Name Symbol % Assets
Linde PLC LIN.L 5.88%
Deutsche Boerse AG DB1.DE 5.66%
Air Liquide SA AI.PA 4.45%
Alibaba Group Holding Ltd ADR BABA 4.10%
Nestle SA NESN 4.06%
Roche Holding AG Dividend Right Cert. ROG 3.94%
Aon PLC AON 3.52%
AIA Group Ltd 01299.HK 3.41%
Genmab A/S GMAB 2.94%
Deutsche Telekom AG DTE.DE 2.77%

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BIGFX description

The Fund seeks capital appreciation. The Fund invests for the long term primarily in securities of non-U.S. growth companies. The Fund may purchase securities of any size, but expects to focus on small- and mid-sized growth companies with market capitalizations of $10 billion or less at the time of purchase.

BIGFX performance & returns

YTD Return 12.51%
1-Month Return 0.36%
3-Month Return 1.93%
1-Year Return 1.93%
3-Year Return 20.20%
5-Year Return 15.00%
10-Year Return 11.34%
BIGFX expense ratio is 1.2%.

BIGFX holdings

Top 10 Holdings (19.13% of Total Assets)

Name Symbol % Assets
argenx SE ADR ARGX 2.50%
Telefonaktiebolaget L M Ericsson ADR Class B ERIC 2.17%
Future PLC FUTR.L 2.11%
Nextdc Ltd NXT.AX 1.87%
S4 Capital PLC SFOR.L 1.84%
Alibaba Group Holding Ltd ADR BABA 1.79%
Zai Lab Ltd ADR Repr 1 Shs ZLAB 1.77%
AstraZeneca PLC ADR AZN.L 1.74%
B&M European Value Retail SA BME.L 1.71%
Keyence Corp 6861 1.63%

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