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APHWX Mutual Fund Price & Analysis

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$10.11
Sub-CategoryValue
Total Liabilities79.34K
Expense Ratio1.06%
Holding Count65
Brandartisan partners funds inc.
0.29 (2.84%)
CategoryEquity
Total Assets15.45M
Shares OutstandingN/A
52-Week Range$8.41 - $10.18

APHWX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Lamar Advertising Co
3.68%
Comcast Corp
3.08%
EOG Resources Inc
2.79%
Philip Morris International
2.70%
Altria
2.69%
Medtronic
2.46%
HEIO
Heineken Holding NV
2.42%
Otis Worldwide Corporation
2.33%
Baxter International Inc
2.28%
Nvent Electric
2.16%
Total26.58%

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