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Artisan Select Equity Fund - Institutional Shares: (MF: APHNX)

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

$18.77 USD

-0.03 (-0.16%)

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 3.72 35
3 months 7.43 21
6 months 14.53 7
1 Year 24.44 7
3 Year 21.26 27
5 Year 12.65 23
10 Year NA NA

* 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 28.91
5 Year 12.31
10 Year NA
Since Inception 14.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 5.82 6.79 5.32 8.30
2024 10.91 -0.40 6.29 -1.33
2023 11.35 5.47 -4.71 12.88
2022 -4.16 -14.61 -9.25 10.38
2021 9.40 5.47 -3.03 3.24

Annual Return

202620252024202320222021
% Total Return 3.7228.9115.8526.32-18.0215.53
% Total Return Rel to Index 3.1110.69-9.160.080.18-13.14
% Total Return Rel to Peer 3.0316.20-3.543.331.67-6.52
% Perf Quintile vs Peer* 1.001.000.002.003.005.00
% Dividends 0.000.060.030.080.020.01
% Yield 0.000.310.240.450.220.11
Capital Gains ($) 0.000.550.180.000.140.64
Expense Ratio 0.001.081.101.101.100.00

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