APHGX – Artisan Global Value Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARTGX	Artisan Global Value Fund Investor Class	No Load	Open			Dec 10, 2007	$313.78M	1.260%	High	$1,000	−$7.46M
APHGX	Artisan Global Value Fund Institutional Class	Institutional	Open			Jul 17, 2012	$2.47B	1.020%	High	$1M	−$156.57M
APDGX	Artisan Global Value Fund Advisor Class	Institutional	Open			Apr 1, 2015	$553.35M	1.110%	High	$250,000	$29.83M

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