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Artisan Global Equity Investor ARTHX

Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 19.62  /  +0.77 %
  • Total Assets 182.5 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • 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 0.79%
  • Turnover 132%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis ARTHX

Will ARTHX outperform in future?

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

Not a cookie-cutter portfolio.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Artisan Global Equity is overseen by a capable and well-resourced manager, but its sometimes free-wheeling approach to portfolio construction and risk management can create turbulence for investors. Still, for the right price, it is a worthy long-run option.

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Portfolio Holdings ARTHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

5.35 9.8 Mil
Communication Services

Amazon.com Inc

5.23 9.6 Mil
Consumer Cyclical

BFF Bank SpA

5.09 9.3 Mil
Financial Services

UBS Group AG

4.95 9.0 Mil
Financial Services

Novo Nordisk A/S Class B

4.83 8.8 Mil
Healthcare

TUI AG

4.05 7.4 Mil
Consumer Cyclical

GENERAL ELECTRIC CO COMMON STOCK USD 0.01

3.37 6.2 Mil

BAE Systems PLC

3.24 5.9 Mil
Industrials

Natera Inc

3.21 5.9 Mil
Healthcare

Halozyme Therapeutics Inc

3.13 5.7 Mil
Healthcare