Artisan Global Equity is overseen by a capable and well-resourced manager, but its sometimes free-wheeling approach to portfolio construction and risk management can create turbulence for investors. Still, for the right price, it is a worthy long-run option.
Artisan Global Equity Investor ARTHX
- NAV / 1-Day Return 19.92 / +0.77 %
- Total Assets 182.5 Mil
-
Adj. Expense Ratio
1.300%
- Expense Ratio 1.300%
- Distribution Fee Level High
- Share Class Type No Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.79%
- Turnover 132%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis ARTHX
Will ARTHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Meta Platforms Inc Class A | 5.35 | 9.8 Mil | Communication Services |
Amazon.com Inc | 5.23 | 9.6 Mil | Consumer Cyclical |
BFF Bank SpA | 5.09 | 9.3 Mil | Financial Services |
UBS Group AG | 4.95 | 9.0 Mil | Financial Services |
Novo Nordisk A/S Class B | 4.83 | 8.8 Mil | Healthcare |
TUI AG | 4.05 | 7.4 Mil | Consumer Cyclical |
GENERAL ELECTRIC CO COMMON STOCK USD 0.01 | 3.37 | 6.2 Mil | — |
BAE Systems PLC | 3.24 | 5.9 Mil | Industrials |
Natera Inc | 3.21 | 5.9 Mil | Healthcare |
Halozyme Therapeutics Inc | 3.13 | 5.7 Mil | Healthcare |