Artisan Global Discovery Fund Advisor Shares APDDX

Morningstar Medalist Rating
  • NAV / 1-Day Return$20.88  /  −1.04%
  • Fund Size$105.3M
  • Adjusted Expense Ratio1.310%
  • Net Expense Ratio1.300%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Small/Mid Stock
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$250,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio67%

Morningstar’s Analysis APDDX

Will APDDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Continued patience is warranted.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Artisan Global Discovery remains mired in a multiyear performance rut, but a thoughtful investment process and experienced leadership are reasons to remain optimistic. The team is sticking to its core investment philosophy, but the managers have made changes to the analyst team, showing that they're not just hoping things will turn around.

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Portfolio Holdings APDDX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lattice Semiconductor Corp

4.154M
Technology

West Pharmaceutical Services Inc

3.884M
Healthcare

BlackRock Liquidity T-Fund Instl

3.724M
Cash and Equivalents

argenx SE ADR

3.504M
Healthcare

RBC Bearings Inc

3.303M
Industrials

Spotify Technology SA

3.163M
Communication Services

Ascendis Pharma AS

2.973M
Healthcare

APi Group Corp

2.523M
Industrials

Teledyne Technologies Inc

2.423M
Technology

Twist Bioscience Corp

2.383M
Healthcare

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