Artisan High Income offers a differentiated strategy executed by an accomplished manager. The recent decision to partially close to new investors is a significant step to ensuring it can remain differentiated and successful going forward. As a result, all three share classes earn an upgrade to a Morningstar Analyst Rating of Silver.
Will APHFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of APHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.