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Artisan Sustainable Emerging Markets Fund;Inst

NAS: APHEX

GO
/zigman2/quotes/207824756/realtime

$

20.86

Change

-0.18 -0.86%

Jan 15, 2021

YTD return

4.82%

5 yr avg return

18.58%

Total net assets

10.30M

52 week low

52 week high

$10.96

$21.04

Yield

1.23%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.20%

12 b-1

n/a

Turnover

22.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.25

Dividend freq.

Annually

Capital gain (2020)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.50

Beta

0.97

Standard deviation

6.18

R. squared

0.68

Min. Investment

Standard (taxable)

1000000

IRA

n/a

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MarketWatch News on APHEX

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Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 2 Tax Efficiency: 4 Expense: 2

YTD Lipper Ranking: Quintile 3 (52th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 4.82% 4.67% 0.40% 52% 3
1yr 22.95% 22.29% 16.70% 43% 3
3yr 7.35% 6.49% 12.70% 40% 2
5yr 18.58% 15.56% 17.20% 21% 2
10yr 3.46% 4.15% 13.6% 61% 4

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$22,382

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Emerging Markets Funds

Fund family

Artisan Funds

Fund status

Open

Fund inception

June 26, 2006

Manager

Maria Negrete-Gruson

Investment Policy

The Fund seeks maximum long-term capital growth. Under normal market conditions, the Fund invests no less than 80% of its net assets in equity securities of foreign companies domiciled, headquartered, or whose primary business activities or principal trading markets are located in emerging markets.

Top Holdings

Company Symbol % of total net assets
China Traditional Chinese Medicine Holdings Co Ltd ORD n/a 1.13
Baidu Inc. ADR BIDU 1.17
Jumbo S.A. JUMSF 1.24
Trip.com Group Ltd. ADR TCOM 1.26
Norilsk Nickel Mining & Metallurgical Co. ADR NILSY 1.26
Kajaria Ceramics Ltd ORD n/a 1.46
Sberbank Rossia AKSJF 1.49
Lukoil PJSC ADR LUKOY 1.51
ICICI Bank Ltd ORD n/a 1.56
Estun Automation Co Ltd ORD n/a 1.63
AIA Group Ltd. AAIGF 1.68
Alibaba Group Holding Ltd ORD n/a 1.71
E Ink Holdings Inc. PVWIF 1.74
Sunny Friend Environmental Technology Co Ltd ORD n/a 1.83
Samsung Biologics Co Ltd ORD n/a 1.87
Zhuzhou CRRC Times Electric Co. Ltd. ZHUZF 2.03
MediaTek Inc. MDTKF 2.28
Sino Biopharmaceutical Ltd. SBMFF 2.62
Polyus PAO DR n/a 3.03
MercadoLibre Inc. MELI 3.17
Prosus NV ORD n/a 3.32
Reliance Industries Ltd ORD n/a 3.85
Samsung Electronics Co. Ltd. SSNLF 7.04
Taiwan Semiconductor Manufacturing Co Ltd ORD n/a 8.18
Alibaba Group Holding Ltd. ADR BABA 10.38
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Other News on APHEX

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