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Artisan International Small-Mid Fund (APHJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.51-0.04 (-0.23%)
At close: 06:25PM EDT

Artisan International Small-Mid Fund

Milwaukee, WI 53202

875 East Wisconsin Avenue Street 800

Artisan Funds Inc

Management information
,Lead manager since 14 October 2018
Rezo Kanovich is a managing director of Artisan Partners and the sole portfolio manager for the Artisan Non-U.S. Small-Mid Growth Strategy. Prior to joining Artisan Partners in October 2018, Mr. Kanovich was a portfolio manager at OppenheimerFunds for the International Small-Mid Cap Strategy from January 2012 through September 2018 and was an analyst for the Global Equity Strategy for six years before becoming a portfolio manager. Earlier in his career, Mr. Kanovich was an analyst at Boston Biomedical Consultants, an investment banker with the Lehman Brothers mergers and acquisitions team and a consultant at PricewaterhouseCoopers. Mr. Kanovich holds a bachelor's and master's degree in international economics and finance from Brandeis University and a master's degree in business administration, dual concentration in finance and health care systems, from the Wharton School, University of Pennsylvania.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Small/Mid Growth
Fund familyArtisan Partners Funds
Net assets4.4B
YTD return1.02%
Morningstar rating★★★★
Inception date3 Dec 2018

Fund operations

Last dividend0.01
Last cap gain-1.00
Holdings turnover26.46%
Average for categoryN/A

Fees and expenses

ExpenseAPHJXCategory average
Annual report expense ratio (net)1.08%1.30%
Prospectus net expense ratio1.08%N/A
Prospectus gross expense ratio1.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A