About APHEX
Artisan Sustainable Emerging Markets Fund Institutional Class is a mutual fund designed to pursue long-term capital growth by investing primarily in equity securities from emerging market countries. Its strategy mandates that at least 80% of assets remain allocated to companies domiciled, headquartered, or principally operating in these rapidly developing regions, allowing exposure to sectors such as technology, financial services, consumer cyclical, energy, and industrials. This institutional share class targets professional and large-scale investors, stipulating a minimum initial investment of $1,000,000 and offering a competitive expense ratio of approximately 1.01%. The fund features a diversified portfolio, with notable holdings in major emerging market companies like Taiwan Semiconductor Manufacturing, Samsung Electronics, and ICICI Bank, reflecting its focus on market leaders and high-growth opportunities. Artisan Sustainable Emerging Markets Fund Institutional Class offers annual distributions and aligns with environmental, social, and governance (ESG) criteria, catering to investors who prioritize sustainable investment practices. Since its inception in 2006, the fund has maintained a significant presence in the emerging markets category, aiming to provide cost efficiency and robust management for institutional clients.
Fund Family Artisan Partners Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol APHEX
Share Class Institutional Shares
Index MSCI EM (Emerging Markets) NR USD
APHEX had a total return of 49.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.98%.
