Morningstar

Artisan Global Value Fund Institutional Class APHGX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $31.38  /  +0.77 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 1.020%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.00%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis APHGX

Will APHGX 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 APHGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

High caliber.

Director Andrew Daniels

Andrew Daniels

Director

Summary

Artisan Global Value remains one of the best global value strategies available, and it retains its High People and Process ratings.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings APHGX

More APHGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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