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Morningstar

Artisan High Income Institutional APHFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.75  /  0.21 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000,000
  • Status Limited
  • TTM Yield 6.80%
  • Effective Duration 3.29 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis APHFX

Will APHFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the APHFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of APHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

One of a kind.

Associate Director

Summary

| by Brian Moriarty

Artisan High Income offers a differentiated strategy executed by an accomplished manager. The 2021 decision to partially close to new investors was a significant step to ensuring it can remain differentiated and successful going forward. All three share classes earn a Morningstar Analyst Rating of Silver.

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