Increased conviction in Artisan Global Value’s investment team lifts its People rating to High from Above Average.
Artisan Global Value Investor ARTGX
- NAV / 1-Day Return 22.42 / +0.31 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.320%
- Distribution Fee Level High
- Share Class Type No Load
- Category Global Large-Stock Value
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.70%
- Turnover 14%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis ARTGX
Will ARTGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BLACKROCK T-FUND - INST SHARES FUND 30 | 7.98 | 188.9 Mil | Cash and Equivalents |
Heidelberg Materials AG | 4.92 | 116.3 Mil | Basic Materials |
Samsung Electronics Co Ltd | 4.85 | 114.7 Mil | Technology |
Elevance Health Inc | 4.37 | 103.3 Mil | Healthcare |
Danone SA | 4.14 | 97.9 Mil | Consumer Defensive |
Alphabet Inc Class A | 4.13 | 97.7 Mil | Communication Services |
Novartis AG Registered Shares | 3.99 | 94.5 Mil | Healthcare |
Meta Platforms Inc Class A | 3.96 | 93.7 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 3.92 | 92.8 Mil | Financial Services |
American Express Co | 3.90 | 92.2 Mil | Financial Services |