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Morningstar

Artisan Global Discovery Investor APFDX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 16.45  /  1.48 %
  • Total Assets 237.8 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 59%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis APFDX

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.

Strong long-term option.

Senior Analyst

Summary

| by Jack Shannon

Artisan Global Discovery’s well-defined, consistently executed process is overseen by a skilled and experienced leadership team. It earns a Morningstar Analyst Rating of Bronze across each share class.

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