Artisan Global Value benefits from a distinguished lead manager as well as a disciplined and consistent approach. The strategy continues to merit Morningstar Analyst Ratings of Silver across all share classes.
Artisan Global Value Investor ARTGX
NAV / 1-Day Return
18.31
/
2.45
%
Total Assets
2.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.290%
Expense Ratio
1.290%
Fee Level
High
Longest Manager Tenure
14.44
years
Category
Global Large-Stock Value
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.94%
Turnover
40%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Still a great option for global equity exposure.
