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Artisan Value Advisor APDLX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Artisan Partners Investment Hub

Morningstar’s Analysis APDLX

Will APDLX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APDLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APDLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APDLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Blending value and quality.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Artisan Value’s contrarian, quality-focused process delivers a high-conviction portfolio, making this a decent choice for large-value investors, depending on costs.

by Drew Carter
Rated on Published on

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