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APHWX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Artisan Value Income Institutional (APHWX) Ownership - Who owns Artisan Value Income Institutional?

The investment seeks to provide total return through a combination of income and capital appreciation... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

APHWX

Net Assets

15.6M

Fund Existence

over 3 years

Turnover

29.11

Total Expense Ratio

1.05

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.21

Assets in Top Ten Holdings

3.41M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

12.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.70

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

66.00

Number of Net Holdings

79.00

Number of Short Holdings

13.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

26.57%

Gain YTD

1.627

Annual Yield % from dividends

2.47

Returns for 1 year

8.35

Returns for 3 years

14.61

Returns for 5 years

N/A

Returns for 10 years

N/A

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Category LargeValue

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