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Fund Spy

7 Funds That Are Better Than They Look

Short-term challenges aside, several of Artisan's open funds are promising long-term ideas.

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Nearly half of Artisan’s funds are closed to new investors, the short-term performance of the overall lineup has been unremarkable, and fees are generally above average. Yet the firm does offer some open, proven options as well as a few younger and intriguing funds.

Since opening in 1994, Artisan’s modus operandi has largely remained unchanged. It hires successful or up-and-coming investors and generally allows them the freedom to set up their teams as they see fit. Each of the now-seven teams builds distinctive portfolios, and the firm is sensitive to capacity: Seven of the 15 funds are closed to new investors, and two others have closed in the past.

Greg Carlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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