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Artisan Value Fd Insti Shs: (MF: APHLX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:05 PM ET

$13.81 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.00 39
3 months 6.19 27
6 months 7.55 36
1 Year 11.92 63
3 Year 15.43 58
5 Year 8.56 69
10 Year 11.70 68

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.43
5 Year 8.96
10 Year 11.04
Since Inception 9.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.31 5.95 0.90 4.61
2024 8.70 -2.35 7.03 -1.10
2023 8.01 7.34 -2.23 9.76
2022 -0.66 -13.31 -7.06 -2.69
2021 10.74 7.86 -1.27 4.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.0014.4412.3524.43-22.1323.2711.0530.45-14.7016.2929.20
% Total Return Rel to Index 1.48-3.78-12.66-1.81-3.92-5.40-7.34-1.03-10.31-5.5017.26
% Total Return Rel to Peer 1.401.72-7.031.43-2.431.21-8.862.02-7.84-4.3821.38
% Perf Quintile vs Peer* 2.003.000.003.004.003.004.003.005.004.001.00
% Dividends 0.000.260.220.150.050.190.100.130.120.110.10
% Yield 0.001.551.391.620.461.100.660.910.970.670.68
Capital Gains ($) 0.001.750.900.570.001.790.990.431.671.410.00
Expense Ratio 0.000.830.830.850.850.830.820.840.800.800.77

* 1 = Top 20%, 5 = Bottom 20%