Artisan Global Equity Fund Investor Class ARTHX

Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 24.40  /  −0.12 %
  • Total Assets 221.0M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.18%
  • Turnover 187%

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

Morningstar’s Analysis ARTHX

Will ARTHX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings ARTHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPIE SA

4.02 8M
Industrials

National Grid PLC

3.85 8M
Utilities

Tesco PLC

3.72 8M
Consumer Defensive

Taiwan Semiconductor Manufacturing Co Ltd

3.61 7M
Technology

SKY Perfect JSAT Corp

3.48 7M
Communication Services

T-Mobile US Inc

3.44 7M
Communication Services

Alpha Bank SA

3.19 7M
Financial Services

Ovzon AB

3.02 6M
Communication Services

Contemporary Amperex Technology Co Ltd Class A

2.87 6M
Industrials

SSE PLC

2.87 6M
Utilities

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