Artisan Value Income Fund Institutional Shares (APHWX)
The Artisan Value Income Fund Institutional Shares (APHWX) is a mutual fund that focuses on providing investors with a combination of value and income. This fund is managed by Artisan Partners, a leading investment management firm, and is designed for institutional investors. The fund primarily invests in high-quality, undervalued stocks with a history of paying dividends, making it a suitable option for those seeking long-term growth and regular income. With a focus on value and income, the Artisan Value Income Fund aims to provide investors with a balanced and diversified portfolio that can potentially generate steady returns over time.
APHWX Mutual Fund Chart & Stats
- Previous Close
- $12.13
- Sub-Category
- Value
- Total Liabilities
- $80.01K
- Expense Ratio
- 1.05%
- Holding Count
- 67
- Brand
- Artisan Partners Funds Inc.
- Category
- Equity
- Total Assets
- 8.38M
- Shares Outstanding
- N/A
- 52-Week Range
- $10.66 - $12.27
APHWX Mutual Fund News
APHWX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| LAMRLamar Advertising Co | 3.57% |
| PMPhilip Morris International | 3.02% |
| EOGEOG Resources Inc | 2.88% |
| PPLPPL Corporation | 2.62% |
| OGEOGE Energy Corp | 2.45% |
| WAFDPWaFd, Inc. | 2.23% |
| WFCWells Fargo & Company | 2.18% |
| PRPermian Resources Corporation | 2.17% |
| HEIOHeineken Holding NV | 2.12% |
| EVRGEvergy, Inc. | 2.10% |
| Total | 25.32% |
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