Morningstar

Artisan Global Equity Fund Institutional Shares APHHX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 24.53  /  −0.85 %
  • Total Assets 206.1M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.34%
  • Turnover 187%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

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
Rated on Published on

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Portfolio Holdings APHHX

More APHHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPIE SA

4.50 9M
Industrials

Taiwan Semiconductor Manufacturing Co Ltd

4.02 8M
Technology

National Grid PLC

3.99 8M
Utilities

Contemporary Amperex Technology Co Ltd Class A

3.83 8M
Industrials

Alpha Bank SA

3.79 8M
Financial Services

British American Tobacco PLC

3.59 7M
Consumer Defensive

Public Power Corp SA

3.17 7M
Utilities

Tesco PLC

2.88 6M
Consumer Defensive

SKY Perfect JSAT Corp

2.71 6M
Communication Services

Mitsubishi UFJ Financial Group Inc

2.55 5M
Financial Services

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