9 important things you should know about Artisan APHKX mutual fund
Updated: December 06, 2021
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 APHKX “stock” price, you can quickly find it out by visiting Finny and typing "APHKX quote". If you’re looking for a quick scoop on APHKX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "APHKX". You’ll get all this info in one place.

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

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

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

  1. Describe Artisan Partners Funds, Inc: Artisan International Value Fund; Institutional Shares (APHKX).
  2. What are APHKX holdings?
  3. What is APHKX performance? What are APHKX historical returns?
  4. What is APHKX dividend yield?
  5. What is APHKX minimum initial investment amount?
  6. Does APHKX have any sales loads or 12b-1 distribution expenses?
  7. What is APHKX Finny Score? APHKX buy or sell?
  8. What are the pros of investing in APHKX? What are APHKX buy reasons?
  9. What are the cons of investing in APHKX? What are APHKX 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 Value Fund; Institutional Shares (APHKX).

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

2. What are APHKX top holdings?

APHKX has 48 stock holdings and 0 bond holdings.

The top 10 holdings represent 41.48% of total assets. Here are the top holdings:

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%
Cie Financiere Richemont SA CFR 3.30%
HCL Technologies Ltd HCLTECH.BO 3.30%

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

APHKX has generated the following returns:

  • 1-month return is -4.58%;
  • 3-month return is -3.75%;
  • 1-year return is -3.75%;
  • 3-year return is 12.26%;
  • 5-year return is 10.26%;
  • 10-year return is 10.24%;
  • 15-year return is 7.12%.

4. What is APHKX dividend yield?

APHKX yield is 3.01%.

5. What is APHKX minimum initial investment amount?

APHKX minimum initial investment amount is N/A.

6. Does APHKX have any sales loads or 12b-1 distribution expenses?

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

Analysis

7. 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.

8. What are the pros of investing in APHKX? What are APHKX buy reasons?

The following are APHKX strengths from our perspective:

  • APHKX 3-year return is 12.26%, which is higher than the 3-year return of the benchmark index (MSCI EAFE NR USD), 10.15%.
  • APHKX 5-year return is 10.26%, which is higher than the 5-year return of the benchmark index (MSCI EAFE NR USD), 9.37%.
  • APHKX 10-year return is 10.24%, which is higher than the 10-year return of the benchmark index (MSCI EAFE NR USD), 7.38%.
  • APHKX 15-year return is 7.12%, which is higher than the 15-year return of the benchmark index (MSCI EAFE NR USD), 3.53%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in APHKX? What are APHKX negatives?

The following are APHKX weaknesses from our perspective:

  • APHKX 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 APHKX review, we covered APHKX 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.