Morningstar

Artisan Global Discovery Fund Institutional Shares APHDX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $20.67  /  −1.06 %
  • Fund Size $105.1M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.090%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis APHDX

Will APHDX outperform in the 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 APHDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHDX 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 APHDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Jack Shannon
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Portfolio Holdings APHDX

More APHDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lattice Semiconductor Corp

4.15 4M
Technology

West Pharmaceutical Services Inc

3.88 4M
Healthcare

BlackRock Liquidity T-Fund Instl

3.72 4M
Cash and Equivalents

argenx SE ADR

3.50 4M
Healthcare

RBC Bearings Inc

3.30 3M
Industrials

Spotify Technology SA

3.16 3M
Communication Services

Ascendis Pharma AS

2.97 3M
Healthcare

APi Group Corp

2.52 3M
Industrials

Teledyne Technologies Inc

2.42 3M
Technology

Twist Bioscience Corp

2.38 3M
Healthcare

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