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Artisan Global Equity Fund Investor Class (ARTHX)

16.57
Net Asset Value
-0.42%
1 Day
+3.24%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
1.37%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It may invest in securities both within and outside the U.S., including emerging and less developed markets. Securities in which the fund may invest may include common stocks, preferred stocks, convertible securities, depositary receipts and rights and warrants to buy common stocks.

Performance

1 month-1.19% 3 years+4.96%
3 months+2.73% 5 years+14.59%
1 year+4.86% Since inception+10.88%
Data through --

Peer Comparisonvs. World stock

 ARTHXCategory
Performance 5-yr return+14.59%+5.33%
Expense ratio1.37%1.33%
Risk 5 year sharpe ratio0.860.66
Net assets$258.3M$1.2B
Average market cap$29.8B$44.1B
Average P/E26.219.5
Portfolio turnover78%78%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureMark Yockey / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock64.26%
International stock35.52%
Cash0.22%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 23.70%
Industrial materials 13.82%
Consumer goods 9.81%
Consumer service 8.98%
Healthcare 8.52%
Top 10 Holdings
Portfolio weighting
TAP Molson Coors Brewing Co4.12%
MDT Medtronic PLC3.97%
DG Dollar General3.90%
MA MasterCard3.40%
DLTR Dollar Tree Inc3.29%
MDVN Medivation Inc3.10%
AMZN Amazon3.08%
-- 3.03%
GIS General Mills2.88%
-- 2.79%