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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+1.14% 3 years+9.26%
3 months+3.42% 5 years+11.02%
1 year+21.83% Since inception+7.85%
Data through --

Peer Comparisonvs. Foreign large blend

Performance 5-yr return+11.02%+7.74%
Expense ratio1.01%1.07%
Risk 5 year sharpe ratio1.100.70
Net assets$15.1B$4.1B
Average market cap$33.9B$42.1B
Average P/E21.318.3
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 stock73.27%
U.S. stock12.33%
Fixed income0.21%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 4.75%
BIDU Baidu4.52%
-- 4.45%
-- 4.33%
ACGL Arch Capital Group Ltd4.16%
-- 4.09%
-- 3.71%
-- 3.46%
-- 2.97%
VIV Telefonica Brasil SA2.91%