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Artisan International Value Instl (APHKX)

38.27 Down 0.09(0.23%) Aug 29

Profile as of Jul 30, 2014Get 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:11.99B
Year-to-Date Return:3.17%
Yield:1.68%
Morningstar Rating:5 stars
Fund Inception Date:Oct 2, 2006
Morningstar Style Box 
Foreign Large Blend
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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 18 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 20, 2013) : 0.67
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 27, 2014) : N/A
Average for Category:40.68%
Fees & Expenses 
ExpenseAPHKXCategory Avg
Annual Report Expense Ratio (net):0.97%1.20%
Prospectus Net Expense Ratio:0.99%N/A
Prospectus Gross Expense Ratio:0.99%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.29%
Max Deferred Sales Load: N/A2.33%
3 Yr Expense Projection*:315589
5 Yr Expense Projection*:547950
10 Yr Expense Projection*:1,2131,929
* Per $10,000 invested