Artisan Value Income Fund (APHWX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Artisan Value Income Fund
Milwaukee, WI 53202
875 East Wisconsin Avenue Street 800
Artisan Funds Inc
800.344-1770
Management Information
,Lead Manager since February 27, 2022
Craig Inman, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity, U.S. Mid-Cap Value and Value Income Strategies. Prior to joining Artisan Partners in February 2012, Mr. Inman was an analyst and trader at Reicon Capital from February 2002 to February 2012. Mr. Inman began his investment career in 1999 as a trader at ING Investment Management. Mr. Inman holds a bachelor's degree in business from Wake Forest University.
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Morningstar Category
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Fund Overview
CategoryLarge Value
Fund FamilyArtisan Partners Funds
Net Assets15.37M
YTD Return4.98%
Yield2.72%
Morningstar RatingN/A1
Inception DateFeb 27, 2022
Fund Operations
Last Dividend0.07
Last Cap Gain-4.00
Holdings Turnover30.15%
Average for CategoryN/A
Fees & Expenses
ExpenseAPHWXCategory Average
Annual Report Expense Ratio (net)1.06%0.94%
Prospectus Net Expense Ratio1.06%N/A
Prospectus Gross Expense Ratio2.43%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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