APDLX : Artisan Value Fund Advisor Class

APDLX is a US Stocks Market Large Value with MODERATE fees.

APDLX

Artisan Value Fund Advisor Class

FI Score

43 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

43% FI Score
  • apdlx
  • Mutual Fund
  • US Stocks
  • Large Value

Artisan Value Fund Advisor Class

Expenses: 0.88% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks maximum long-term capital growth. The fund may invest up to 25% of its total assets at market value at the time of purchase in securities of non-U.S. issuers (including depositary receipts). Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The fund invests in common stocks and other securities of companies across a broad capitalization range.

Largest Holdings

Amount Holding
6.31% Alphabet Inc Class C
5.47% Berkshire Hathaway Inc B
4.28% Booking Holdings Inc
4.16% Comcast Corp Class A
3.80% Sanofi SA
3.78% Facebook Inc A
3.60% Allergan PLC
3.48% Cisco Systems Inc
3.37% FedEx Corp
3.31% Altria Group Inc
3.31% Fresenius Medical Care AG & Co. KGaA
3.17% Citigroup Inc
3.13% Samsung Electronics Co Ltd Participating Preferred
3.11% Philip Morris International Inc
3.00% Air Lease Corp Class A
2.97% Apple Inc
2.61% Synchrony Financial
2.58% Raytheon Co
2.52% Goldman Sachs Group Inc
2.33% AutoNation Inc
2.28% Marriott International Inc Class A
2.27% E*TRADE Financial Corp
2.24% Medtronic PLC
2.19% Arch Capital Group Ltd
2.08% NXP Semiconductors NV

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