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Artisan Value Fund Institutional Class (APHLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund may invest up to 25% of its total assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies and securities trading on non-U.S. exchanges. Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The fund invests in common stocks and other equity securities of companies across a broad capitalization range.


1 month-2.07% 3 years+0.89%
3 months-14.94% 5 years--
1 year-19.61% Since inception+4.93%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return--+9.75%
Expense ratio0.75%1.11%
Risk 5 year sharpe ratio0.470.70
Net assets$862.0M$2.2B
Average market cap$26.1B$78.8B
Average P/E13.516.4
Portfolio turnover74%74%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureScott Satterwhite / 9 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock82.30%
International stock16.18%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 5.87%
-- 4.02%
APA Apache Corp3.80%
BRKB Berkshire Hathaway3.53%
MOS Mosaic Co3.30%
TWX Time Warner3.20%
DVN Devon Energy Corp3.20%
JEC Jacobs Engineering Group Inc3.05%
Y Alleghany Corp2.96%
AAPL Apple2.90%

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