Morningstar

Artisan Global Equity Fund Institutional Shares APHHX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $23.39  /  −0.72 %
  • Fund Size $198.4M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.37%
  • Turnover Ratio 187%
NAV and 1-Day Return as of

Morningstar’s Analysis APHHX

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

  • People Pillar

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

On a heater.

Principal Jack Shannon

Jack Shannon

Principal

Summary

A bold, experienced manager differentiates Artisan Global Equity from many peers. While daring calls can be hard to get consistently right, this fund's recent run of successful bets paid off handsomely for investors. While boldness is a feature of this fund, investors should expect it to cut both ways and not be caught off guard in a period of deep underperformance.

by Jack Shannon
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Portfolio Holdings APHHX

More APHHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alpha Bank SA

4.10 8M
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd

3.89 8M
Technology

Moodys Corp

3.85 8M
Financial Services

SPIE SA

3.74 8M
Industrials

GRAIL Inc

3.73 8M
Healthcare

British American Tobacco PLC

3.28 7M
Consumer Defensive

Public Power Corp SA

3.24 7M
Utilities

Alphabet Inc Class C

3.23 7M
Communication Services

Mitsubishi UFJ Financial Group Inc

2.95 6M
Financial Services

LIG Defense&Aerospace Co Ltd

2.72 6M
Industrials

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