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-Cap 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 9.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.48%.
