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15 important things you should know about Artisan APHRX mutual fund

Updated: December 27, 2020
80
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • High expense ratio

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

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

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

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

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

The Fund seeks maximum long-term capital growth. The Fund seeks to identify companies with franchise characteristics that are selling at attractive valuations and are benefiting from an accelerating profit cycle. The Fund looks for companies that are well positioned for long-term growth.

2. What are APHRX top holdings?

APHRX has 46 stock holdings and 0 bond holdings.

The top 10 holdings represent 36.86% of total assets. Here are the top holdings:

Name Symbol % Assets
Techtronic Industries Co Ltd 00669.HK 5.07%
Lowe's Companies Inc LOW 4.83%
Fidelity National Information Services Inc FIS 4.06%
AstraZeneca PLC AZN.L 3.98%
Lonza Group Ltd LONN 3.65%
IHS Markit Ltd INFO 3.17%
Microsoft Corp MSFT 3.10%
Genmab A/S GMAB 3.08%
Advanced Micro Devices Inc AMD 3.03%
Danaher Corp DHR 2.89%

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

APHRX has generated the following returns:

  • 1-month return is 3.30%;
  • 3-month return is 10.53%;
  • 1-year return is 38.67%;
  • 3-year return is 19.56%;
  • 5-year return is 18.93%;
  • 10-year return is 14.95%.

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

In the last 10 years, APHRX had 8 up years and 2 down years.

APHRX up and down years

5. What is APHRX dividend yield?

APHRX yield is 0%.

6. What is APHRX minimum initial investment amount?

APHRX minimum initial investment amount is $1.00M.

7. What is APHRX expense ratio?

APHRX expense ratio is 0.91%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

APHRX expenses

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

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

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

  • 1-year ax cost ratio is 1.96%;
  • 3-year ax cost ratio is 1.73%.
APHRX tax costs

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

  • 3-year beta is 0.94;
  • 5-year beta is 0.92;
  • 10-year beta is 0.87.
APHRX Beta

11. What is APHRX Sharpe ratio?

  • 3-year Sharpe ratio is 0.89;
  • 5-year Sharpe ratio is 1.00;
  • 10-year Sharpe ratio is 0.96.
APHRX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 80. Our quantitative analysis shows 4 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 80.

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

The following are APHRX strengths from our perspective:

  • APHRX 3-year return is 19.56%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 9.8%.
  • APHRX 5-year return is 18.93%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 12.41%.
  • APHRX 10-year return is 14.95%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.23%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are APHRX weaknesses from our perspective:

  • APHRX expense ratio is 0.91%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the APHRX review, we covered APHRX 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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