Effective July 1, 2022, comanager Joseph Vari will step down from Artisan International Value and will become a senior analyst. According to the firm, Vari expressed interest in shifting back to fulltime research, and the senior analyst title is now an additional career path for members of the team (Vari is the team's first and only senior analyst). Vari is being replaced by Benjamin Herrick, who is being promoted to associate portfolio manager from analyst. Herrick has been with the firm since 2015 and has 18 years of investment experience. Herrick, like all team members, will continue to cover stocks in his new role, though he will also be focused on research prioritization and mentorship going forward.
Artisan International Value Instl APHKX
NAV / 1-Day Return
36.99
/
0.46
%
Total Assets
24.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.020%
Expense Ratio
1.020%
Fee Level
High
Longest Manager Tenure
19.78
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000,000
Status
Limited
TTM Yield
3.01%
Turnover
33%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will APHKX 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 APHKX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the APHKX 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 APHKX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Portfolio Manager Change at Artisan International Value Does Not Impact Its Ratings
