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Morningstar

Artisan Global Value Investor ARTGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
16.41  /  0.85 %
Total Assets
2.0 Bil
Adj. Expense Ratio
1.290%
Expense Ratio
1.290%
Fee Level
High
Longest Manager Tenure
14.82 years
Category
Global Large-Stock Value
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.12%
Turnover
40%

Morningstar’s Fund 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.

Still a great option for global equity exposure.

Associate Director

Summary

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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.

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