| 38.85 Net Asset Value | -0.03% 1 Day | +9.65% Year-to-Date | Overall Morningstar Rating |
| World stock Style or Category | No Load Sales Expenses | 2.19% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +5.86% | 3 years | +5.29% | |
| 3 months | +5.71% | 5 years | -1.61% | |
| 1 year | +18.00% | Since inception | +4.99% |
| BJGQX | Category | |
|---|---|---|
| Performance 5-yr return | -1.61% | +2.59% |
| Expense ratio | 2.19% | 1.46% |
| Risk 5 year sharpe ratio | 0.04 | 0.20 |
| Net assets | $10.7M | $1.1B |
| Average market cap | $45.0B | $33.8B |
| Average P/E | 14.9 | 15.6 |
| Portfolio turnover | 182% | 182% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Artio Global |
| Fund manager & tenure | Keith Walter / 1 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $100.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 24.68% |
| Financial service | 17.92% |
| Consumer goods | 16.08% |
| Healthcare | 9.30% |
| Consumer service | 8.27% |
| JPM JPMorgan Chase & Co | 2.96% |
| ORCL Oracle Corporation | 2.94% |
| XOM Exxon Mobil Corporation | 2.89% |
| MMM 3M Co | 2.75% |
| INTC Intel Corp | 2.42% |
| MSFT Microsoft Corporation | 2.41% |
| WFC Wells Fargo & Co | 2.41% |
| -- Novo Nordisk A/S | 2.08% |
| -- Unilever NV DR | 2.08% |
| UNH UnitedHealth Group Inc | 2.05% |
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