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Morningstar

Artisan Global Value Investor ARTGX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 21.82  /  +0.28 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.69%
  • Turnover 14%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ARTGX

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

  • People Pillar

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

Due for an upgrade.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Increased conviction in Artisan Global Value’s investment team lifts its People rating to High from Above Average.

by Andrew Daniels
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARTGX

More ARTGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BLACKROCK T-FUND - INST SHARES FUND 30

7.98 188.9 Mil
Cash and Equivalents

Heidelberg Materials AG

4.92 116.3 Mil
Basic Materials

Samsung Electronics Co Ltd

4.85 114.7 Mil
Technology

Elevance Health Inc

4.37 103.3 Mil
Healthcare

Danone SA

4.14 97.9 Mil
Consumer Defensive

Alphabet Inc Class A

4.13 97.7 Mil
Communication Services

Novartis AG Registered Shares

3.99 94.5 Mil
Healthcare

Meta Platforms Inc Class A

3.96 93.7 Mil
Communication Services

Berkshire Hathaway Inc Class B

3.92 92.8 Mil
Financial Services

American Express Co

3.90 92.2 Mil
Financial Services