Advertisement
Skip to Content
Morningstar

Artisan Global Value Investor ARTGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.71  /  0.11 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.290%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.14%
  • Turnover 24%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

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.

Effectively balancing quality and valuation.

Associate Director

Summary

| by Andrew Daniels

Artisan Global Value remains a highly compelling offering for its distinguished team and disciplined approach. The strategy retains its Morningstar Analyst Ratings of Silver across most share classes, though the Ireland vehicle's A USD Acc share class is rated Bronze.

Unlock our full analysis with Morningstar Investor