APHPX – Artisan Global Unconstrained Instl Fund Stock Price | Morningstar

Morningstar

NAV / 1-Day Return 10.09 / −0.04 %
Total Assets 109.9 Mil
Adj. Expense Ratio

1.130%
Expense Ratio 1.720%
Distribution Fee Level Above Average
Share Class Type Institutional
Category Nontraditional Bond
Credit Quality / Interest Rate Sensitivity —
Min. Initial Investment 1.0 Mil
Status Open
TTM Yield 6.12%
Effective Duration —

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:40 PM GMT+0

Will APHPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the APHPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of APHPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Artisan Global Unconstrained Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date —
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings —

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