APHJX – Artisan International Small-Mid Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in common stocks and other securities of small- and mid-cap companies. Under normal market conditions, it will invest at least 65% of its total assets at market value at the time of purchase in securities of non-U.S. companies. The fund invests in developed markets and emerging and less developed markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARTJX	Artisan International Small-Mid Fund Investor Share	No Load	Limited			Dec 21, 2001	$108.76M	1.330%	Above Average	$1,000	−$44.26M
APHJX	Artisan International Small-Mid Fund Institutional Share	Institutional	Limited			Apr 12, 2016	$1.81B	1.080%	Above Average	$1M	−$764.81M
APDJX	Artisan International Small-Mid Fund Advisor Shares	Institutional	Limited			Dec 4, 2018	$740.26M	1.160%	High	$250,000	−$186.11M

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