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.
Morningstar’s Fund Analysis ARTHX
Will ARTHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ARTHX’s parent organization’s priorities and whether they’re in line with investors’ interests.