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Artisan Focus Fund (APHTX)

20.81
-0.82
(-3.79%)
At close: 8:00:05 PM EDT
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  • Previous Close 21.63
  • YTD Return 3.82%
  • Expense Ratio 1.06%
  • Category Large Growth
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.04B
  • Beta (5Y Monthly) 0.93
  • Yield 0.06%
  • 5y Average Return --
  • Holdings Turnover 401.50%
  • Last Dividend 0.01
  • Inception Date Feb 3, 2020

The fund's investment approach is based on idea generation, a systematic framework for analyzing companies and proactive risk management. It may invest up to 50% of its total assets at market value at the time of purchase in securities of non-U.S. companies (including depositary receipts). The fund is non-diversified.

Artisan Partners Funds

Fund Family

Large Growth

Fund Category

1.04B

Net Assets

2020-02-03

Inception Date

Performance Overview: APHTX

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Trailing returns as of 4/3/2025. Category is Large Growth.

YTD Return

APHTX
3.82%
Category
12.38%
 

1-Year Return

APHTX
23.84%
Category
41.70%
 

3-Year Return

APHTX
11.46%
Category
22.56%
 

5-Year Return

APHTX
14.72%
Category
21.98%
 

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Holdings: APHTX

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Sector Weightings

SectorAPHTX
Technology   41.55%
Industrials   15.06%
Utilities   6.49%
Real Estate   6.14%
Healthcare   5.82%
Energy   4.82%

Recent News: APHTX

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Research Reports: APHTX

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