Morningstar

Artisan Floating Rate Fund Institutional Shares APHUX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $9.16  /  +0.11 %
  • Fund Size $132.3M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Bank Loan
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 7.21%
  • Average Effective Duration 0.34 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis APHUX

Will APHUX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APHUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Artisan Floating Rate Institutional holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings APHUX

More APHUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
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