About APDTX
Artisan Focus Fund Advisor Shares is an open-end mutual fund emphasizing long-term capital appreciation through a concentrated, actively managed equity portfolio. The fund employs a focused strategy, typically holding 20–40 stocks across 5–8 investment themes, with an aim to maximize alpha while managing downside risk. Its investment process combines systematic company analysis, multi-year trend identification, and proactive risk management to select securities with differentiated earnings prospects and return profiles. The fund predominantly invests in large-cap growth companies, notably in sectors such as technology, industrials, and energy, and can allocate up to 50% of assets to non-U.S. equities, including depositary receipts. Artisan Focus Fund Advisor Shares is positioned within the large growth category and seeks to outperform its S&P 500 benchmark by leveraging deep fundamental research, disciplined portfolio construction, and a repeatable decision-making framework. Its concentrated approach results in significant portfolio exposure to its highest conviction ideas, as reflected by a high percentage of assets in the top ten holdings.
Fund Family Artisan Partners Funds
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol APDTX
Share Class Advisor Shares
Index S&P 500 TR
APDTX had a total return of 16.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.39%.
