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    Artisan International Value Instl (APHKX)

    32.43 Down 0.05(0.15%) Apr 29

    Profile as of Mar 30, 2016Get Profile for:
    Artisan International Value Instl
    Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee, WI 53202
    Map
    Phone: 866-773-7233
    Fund Overview 
    Category:Foreign Large Blend
    Fund Family:Artisan
    Net Assets:11.06B
    Year-to-Date Return:0.85%
    Yield:1.05%
    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 of Artisan Partners and founding partner of the Global Value team. He is lead portfolio manager of the Artisan Non-U.S. Value Strategy, which he has managed since the portfolio’s inception in July 2002. In addition, he is the portfolio co-manager of the Artisan Global Value Strategy, which he has co-managed since its inception in July 2007.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    APHKX can be purchased from 25 brokerages.

    Fund Summary 
    The investment seeks maximum long-term capital growth. The focus of the investment process is on individual companies, not on selection of countries or regions. 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. The fund invests primarily in developed markets but also may invest in emerging and less developed markets.

    Fund Operations 
    Last Dividend (Nov 18, 2015) : 0.35
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 27, 2016) : 23.74%
    Average for Category:44.11%
    Fees & Expenses 
    ExpenseAPHKXCategory Avg
    Annual Report Expense Ratio (net):0.96%1.14%
    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/A4.89%
    Max Deferred Sales Load: N/A1.93%
    3 Yr Expense Projection*:318529
    5 Yr Expense Projection*:552856
    10 Yr Expense Projection*:1,2251,771
    * Per $10,000 invested