Artisan International Small-Mid Fund (APHJX) Research

The Artisan International Small-Mid Fund typically allocates a minimum of 80% of its net assets, including any borrowed capital for investment purposes, to common stocks and other securities of small and mid-sized companies. These investments are valued at their market price at the time of acquisition. Additionally, under normal market conditions, the fund ensures that at least 65% of its total assets are invested in securities issued by companies based outside the United States, also measured by their market value upon purchase. The fund's investment strategy encompasses a global reach, targeting opportunities in both well-established developed markets and dynamic emerging or less developed economies.

Market snapshot

Symbol
APHJX
Price
$20.06
Day change
+0.30%
Market cap
$2.6B
52-week range
18.24-20.8
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Large Cap Value Fund Investor Class (AAGPX)
  • BBH Partner Fund - International Equity Class Institutional (BBHLX)
  • Columbia Large Cap Index Fund Institutional 2 Class (CLXRX)
  • Invesco Small Cap Growth Fund Class R5 (GTSVX)
  • Janus Henderson Small Cap Value Fund Class A (JDSAX)
  • Janus Henderson Small Cap Value Fund Class L (JSIVX)
  • Lazard International Equity Portfolio - Open Shares (LZIOX)
  • Oakmark International Small Cap Fund Investor Class (OAKEX)

Open Artisan International Small-Mid Fund (APHJX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.