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Fund Spy

Why Does Artisan Have Three Separate Global-Stock Funds?

This trio is worth a closer look.

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The Artisan fund family offers only 12 mutual funds. Interestingly, three of them are global-equity funds, meaning the portfolios contain stocks from around the world, including the United States. What might appear as redundancy, though, is actually variety. The three funds--Artisan Global Equity (ARTHX), Artisan Global Opportunities (ARTRX), and  Artisan Global Value (ARTGX)--are run by three different teams using strategies that are quite distinct from one another.

With that in mind, it's surprising that two of these funds are at the very top of the category so far this year, and the other also lands in the top third. More typically, when one approach is in favor, different styles can struggle. So, what's going on here?

Gregg Wolper does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.