Artisan International Value Fund Institutional Class (APHKX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The focus of the investment process is on individual companies- not on selection of countries or regions. Under normal market conditions- the fund invests no less than 80% of its total assets excluding cash and cash equivalents)- measured at market value at the time of purchase- in common stocks and other securities of non-U.S. companies. The fund invests primarily in developed markets but also may invest in emerging and less developed markets.


1 month-4.59% 3 years+5.22%
3 months-3.54% 5 years+8.44%
1 year+11.46% Since inception+7.69%
Data through --

Peer Comparisonvs. Foreign large blend

Performance 5-yr return+8.44%+7.27%
Expense ratio1.02%1.07%
Risk 5 year sharpe ratio0.910.59
Net assets$15.4B$4.3B
Average market cap$34.9B$43.0B
Average P/E19.716.9
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureN. David Samra / 15 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


International stock72.93%
U.S. stock12.14%
Fixed income0.65%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 5.04%
-- 4.80%
-- 4.22%
-- 4.07%
BIDU Baidu4.05%
-- 3.94%
ACGL Arch Capital Group Ltd3.74%
-- 3.17%
TEL TE Connectivity3.14%
-- 3.11%