Returns Chart

Key Stats

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Basic Info

Investment Strategy
The investment seeks maximum long-term capital growth. Under normal market conditions, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It will invest primarily in U.S. companies but may invest up to 20% of its total assets at market value at the time of purchase in non-U.S. companies, including those in emerging and less developed markets. The fund is non-diversified.
General
Security Type Mutual Fund
Oldest Share Symbol APHNX
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Prospectus Objective Growth
Fund Owner Firm Name Artisan
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel O'Keefe 0.84 yrs
Michael McKinnon 0.84 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: --
-25.66B Category Low
10.63B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of December 31, 2020

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of January 20, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
--
--
--
--
--
--
--
2.75%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.62%
--
-5.55%
-1.29%
11.70%
-5.90%
22.15%
10.44%
3.01%
11.59%
-1.45%
13.68%
17.77%
-7.21%
31.12%
12.95%
4.52%
10.71%
-4.18%
18.69%
21.05%
-12.77%
27.06%
13.28%
5.51%
13.34%
-1.82%
8.89%
18.56%
-9.11%
30.99%
-0.83%
3.95%
As of January 20, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (1-20-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 21.24
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of December 31, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of December 31, 2020

Asset Allocation

As of September 30, 2020.
Type % Net % Long % Short
Cash 8.42% Upgrade Upgrade
Stock 91.58% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Cognizant Technology Solutions Corp A 5.67% 80.88 -1.26%
Dentsply Sirona Inc 5.65% 57.68 -1.70%
FedEx Corp 5.54% 254.00 0.81%
Berkshire Hathaway Inc Class B 5.53% 234.17 -0.25%
Alphabet Inc A 5.43% 1885.01 0.26%
Anthem Inc 5.28% 321.80 0.09%
Booking Holdings Inc 4.95% 2108.47 -2.39%
Facebook Inc A 4.95% 273.28 2.17%
Samsung Electronics Co Ltd
4.90% -- --
American Express Co 4.84% 127.42 -1.18%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks maximum long-term capital growth. Under normal market conditions, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It will invest primarily in U.S. companies but may invest up to 20% of its total assets at market value at the time of purchase in non-U.S. companies, including those in emerging and less developed markets. The fund is non-diversified.
General
Security Type Mutual Fund
Oldest Share Symbol APHNX
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index --
Prospectus Objective Growth
Fund Owner Firm Name Artisan
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel O'Keefe 0.84 yrs
Michael McKinnon 0.84 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (1-20-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 21.24
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of December 31, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of December 31, 2020

Fund Details

Key Dates
Inception Date 2/28/2020
Last Annual Report Date 9/30/2020
Last Prospectus Date --
Share Classes
APDNX Adv
ARTNX Inv
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No