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APHGX Dividend DRIP Calculator 2026
4.31% YieldFinancial ServicesArtisan Global Value Fund Institutional Class · NASDAQ
Price: $31.42 · Annual div: $1.35/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Portfolio growth: DRIP vs No DRIP
Annual dividend income growth
💡 What-if scenarios
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🎯 When APHGX pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in APHGX → $15.3K in 10 years · $52.54/month
About Artisan Global Value Fund Institutional Class (APHGX) — Dividend Analysis 2026
The primary objective of this fund is to achieve substantial capital appreciation over the long term. Its management team utilizes rigorous fundamental analysis to build a diversified global equity portfolio. They identify and invest in companies, both domestically and internationally, that they believe are trading below their intrinsic value. Specifically, the fund targets high-quality businesses demonstrating robust financial health and leadership teams prioritizing shareholder returns. Under typical market conditions, the fund allocates its capital predominantly to common shares and other equity-related instruments across worldwide markets.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 APHGX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold APHGX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 4.31% | 1.51% | $431 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 3.66% | 0.86% | $366 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 3.45% | 0.65% | $345 / yr |
| 🇬🇧 UK ISA | 0% | 4.31% | 1.51% | $431 / yr |
| 🇬🇧 UK Taxable | 8.75% | 3.93% | 1.13% | $393 / yr |
| 🇨🇦 TFSA | 0% | 4.31% | 1.51% | $431 / yr |
| 🇨🇦 CA Taxable | 25% | 3.23% | 0.43% | $323 / yr |
| 🇦🇺 Super (pension) | 15% | 3.66% | 0.86% | $366 / yr |
| 🇦🇺 AU Taxable | 30% | 3.02% | 0.22% | $302 / yr |
| 🇩🇪 DE Taxable | 26.375% | 3.17% | 0.37% | $317 / yr |
| 🇫🇷 FR Taxable | 30% | 3.02% | 0.22% | $302 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 APHGX Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.35/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 APHGX Dividend Payment Schedule
APHGX pays quarterly — 4 times per year. Next ex-div: TBD.
📊 APHGX vs Financial Services Benchmarks
How APHGX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for APHGX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ APHGX Insider Activity
No recent SEC filings reported in the last 90 days.Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the APHGX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Artisan Global Value Fund Institutional Class (APHGX) is currently trading at $31.42, trading near its 52-week high. The current dividend yield is 4.31% based on an annual payout of $1.35 per share.
APHGX (Artisan Global Value Fund Institutional Class) — 4.31% Dividend Yield Analysis
Artisan Global Value Fund Institutional Class (APHGX) is a financial services stock currently trading at $31.42 with a dividend yield of 4.31%. The company pays an annual dividend of $1.35 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
- Dividend payments are not guaranteed and can be reduced or suspended at any time.
Auto-generated from live market data. For educational purposes only — not financial advice.