About APHYX
Artisan Developing World Fund Institutional Shares is an actively managed mutual fund that targets long-term capital appreciation by investing primarily in equities linked to developing world economies. The fund focuses on identifying businesses with scalable, enduring models that cater to rising domestic demand in emerging markets, seeking companies well-positioned for sustained value creation. Its investment process emphasizes building a concentrated yet diversified portfolio, typically holding 30–40 stocks across various regions, including Asia, Latin America, and select developed markets with economic ties to the developing world. The fund's holdings span sectors such as technology, consumer cyclicals, and financial services, with a strategic allocation to industry leaders like MercadoLibre, Sea Limited, and Visa. Managed by an experienced team, the fund applies rigorous fundamental analysis and risk management principles, distinguishing itself within the diversified emerging markets category. By blending exposure to both growth and value-oriented firms, Artisan Developing World Fund Institutional Shares aims to capture the dynamic opportunities presented by global economic development and shifting consumption patterns in emerging regions.
Fund Family Artisan Partners Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol APHYX
Share Class Institutional Shares
Index MSCI EM (Emerging Markets) NR USD
APHYX had a total return of -8.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.10%.
