A skilled management team executes a sound, repeatable process on Artisan Global Discovery, earning the strategy a Morningstar Analyst Rating of Bronze.
Artisan Global Discovery Investor APFDX
NAV / 1-Day Return
21.10
/
0.33
%
Total Assets
283.4 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.360%
Expense Ratio
1.360%
Fee Level
High
Longest Manager Tenure
3.64
years
Category
World Large Stock
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
40%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will APFDX 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 APFDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the APFDX 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 APFDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A young fund with potential.
