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15 important things you should know about Artisan APHIX mutual fund

Updated: September 09, 2020
83
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • High expense ratio

Before we start: if you’re looking for APHIX “stock” price, you can quickly find it out by visiting Finny and typing "APHIX quote". If you’re looking for a quick scoop on APHIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "APHIX". You’ll get all this info in one place.

Are you looking to buy or sell APHIX? Or perhaps you’re looking for APHIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this APHIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: APHIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: APHIX buy or sell; the pros and cons of investing in APHIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to APHIX.

And here is the list of questions we’ll answer:

  1. Describe Artisan Partners Funds, Inc: Artisan International Fund; Institutional Shares (APHIX).
  2. What are APHIX holdings?
  3. What is APHIX performance? What are APHIX historical returns?
  4. How many up and down years did APHIX have historically?
  5. What is APHIX dividend yield?
  6. What is APHIX minimum initial investment amount?
  7. What is APHIX expense ratio?
  8. Does APHIX have any sales loads or 12b-1 distribution expenses?
  9. What is APHIX tax efficiency (tax-cost ratio)?
  10. What is APHIX beta? How would you assess APHIX risk?
  11. What is APHIX Sharpe ratio?
  12. What is APHIX Finny Score? APHIX buy or sell?
  13. What are the pros of investing in APHIX? What are APHIX buy reasons?
  14. What are the cons of investing in APHIX? What are APHIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Artisan Partners Funds, Inc: Artisan International Fund; Institutional Shares (APHIX).

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.

2. What are APHIX top holdings?

APHIX has 54 stock holdings and 0 bond holdings.

The top 10 holdings represent 40.29% of total assets. Here are the top holdings:

Name Symbol % Assets
Linde PLC LIN.L 6.49%
Deutsche Boerse AG DB1.DE 6.30%
Air Liquide SA AI.PA 4.71%
Nestle SA NESN 4.55%
AIA Group Ltd 01299.HK 3.81%
Aon PLC AON 3.48%
Amazon.com Inc AMZN 2.90%
Wirecard AG WDI.DE 2.89%
Medtronic PLC MDT 2.59%
Allianz SE ALV.DE 2.57%

3. What is APHIX performance? What are APHIX historical returns?

APHIX has generated the following returns:

  • 1-month return is 0.94%;
  • 3-month return is 8.97%;
  • 1-year return is 7.60%;
  • 3-year return is 7.02%;
  • 5-year return is 7.50%;
  • 10-year return is 8.09%;
  • 15-year return is 6.28%.

4. How many up and down years did APHIX have historically?

In the last 10 years, APHIX had 5 up years and 5 down years.

5. What is APHIX dividend yield?

APHIX yield is 1.12%.

6. What is APHIX minimum initial investment amount?

APHIX minimum initial investment amount is N/A.

7. What is APHIX expense ratio?

APHIX expense ratio is 0.96%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does APHIX have any sales loads or 12b-1 distribution expenses?

APHIX 12b-1 distribution fee is 0. APHIX front-end sales load is 0. APHIX back-end sales load is 0.

9. What is APHIX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.46%;
  • 3-year ax cost ratio is 1.41%.

10. What is APHIX beta? How would you assess APHIX risk?

  • 3-year beta is 0.92;
  • 5-year beta is 0.93;
  • 10-year beta is 0.95.

11. What is APHIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.31;
  • 5-year Sharpe ratio is 0.22;
  • 10-year Sharpe ratio is 0.55.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

13. What are the pros of investing in APHIX? What are APHIX buy reasons?

The following are APHIX strengths from our perspective:

  • APHIX 3-year return is 7.02%, which is higher than the 3-year return of the benchmark index (MSCI EAFE NR USD), 1.69%.
  • APHIX 5-year return is 7.5%, which is higher than the 5-year return of the benchmark index (MSCI EAFE NR USD), 5.23%.
  • APHIX 10-year return is 8.09%, which is higher than the 10-year return of the benchmark index (MSCI EAFE NR USD), 5.37%.
  • APHIX 15-year return is 6.28%, which is higher than the 15-year return of the benchmark index (MSCI EAFE NR USD), 3.92%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in APHIX? What are APHIX negatives?

The following are APHIX weaknesses from our perspective:

  • APHIX expense ratio is 0.96%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the APHIX review, we covered APHIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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