About APHTX
Artisan Focus Fund Institutional is an actively managed mutual fund within the large growth equity category. Its primary focus is on long-term capital appreciation by investing mainly in common stocks and equity securities of companies across a broad market capitalization spectrum, with the flexibility to invest up to 50% of assets in non-U.S. securities. The fund employs a concentrated strategy, typically holding 20 to 40 positions across 5 to 8 investment themes, resulting in a high percentage of assets allocated to its top holdings. Its investment process centers on rigorous idea generation, systematic company analysis, and proactive risk management to identify companies with differentiated earnings power and favorable industry inflections. The fund maintains a high-conviction portfolio featuring significant allocations to technology, communication services, real estate, and other sectors, with notable holdings including NVIDIA, Microsoft, and Taiwan Semiconductor Manufacturing. Artisan Focus Fund Institutional is designed for institutional investors and carries features such as a high minimum investment and a relatively high expense ratio compared to its peers, reflecting its specialized and research-intensive approach to growth investing.
Fund Family Artisan Partners Funds
Category Large-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol APHTX
Share Class Institutional Shares
Index S&P 500 TR
APHTX had a total return of 9.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.82%.
