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Morningstar

Artisan Global Equity Investor ARTHX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
14.19  /  0.14 %
Total Assets
211.4 Mil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
High
Longest Manager Tenure
12.51 years
Category
Global Large-Stock Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
119%

Morningstar’s Fund Analysis ARTHX

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

People Pillar

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

Risk-management concerns are bubbling up.

Analyst

Summary

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While a seasoned and talented team manages Artisan Global Equity, concerns over risk management merit a downgrade of this strategy’s Process Pillar rating. As a result, its Morningstar Analyst Rating is downgraded to Neutral for its more-expensive share classes, while its cheapest class remains at Bronze.

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