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    Artisan International Value Instl (APHKX)

    33.34 Up 0.56(1.71%) Oct 2

    Profile as of Aug 30, 2015Get Profile for:
    Artisan International Value Instl
    Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee, WI 53202
    Phone: 866-773-7233
    Fund Overview 
    Category:Foreign Large Blend
    Fund Family:Artisan
    Net Assets:10.91B
    Year-to-Date Return:-1.49%
    Morningstar Rating:5 stars
    Fund Inception Date:Oct 2, 2006
    Morningstar Style Box 
    Foreign Large Blend
    [View Category Definition]
    View Top Foreign Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    N. David Samra
    Lead Manager since Sep 23, 2002
    N. David Samra is a managing director and founding partner of the Global Value team. Prior to joining Artisan Partners in May 2002, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP, from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management, Global Equities Division from June 1993 through August 1997. Mr. Samra holds a bachelor’s degree in Finance from Bentley College and a Master of Business Administration from Columbia Business School.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:1,000,000
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    APHKX can be purchased from 22 brokerages.

    Fund Summary 
    The investment seeks maximum long-term capital growth. Under normal market conditions, the fund invests no less than 80% of its total assets (excluding cash and cash equivalents), measured at market value at the time of purchase, in common stocks and other securities of non-U.S. companies. It invests primarily in developed markets but also may invest in emerging and less developed markets. The fund may invest in companies of any size.

    Fund Operations 
    Last Dividend (Nov 18, 2014) : 0.62
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Sep 30, 2015) : 20.45%
    Average for Category:46.37%
    Fees & Expenses 
    ExpenseAPHKXCategory Avg
    Annual Report Expense Ratio (net):0.96%1.17%
    Prospectus Net Expense Ratio:1.00%N/A
    Prospectus Gross Expense Ratio:1.00%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A4.79%
    Max Deferred Sales Load: N/A2.00%
    3 Yr Expense Projection*:318539
    5 Yr Expense Projection*:552884
    10 Yr Expense Projection*:1,2251,815
    * Per $10,000 invested