Artisan Global Equity is overseen by a capable and well-resourced manager, but its sometimes free-wheeling approach to portfolio construction and risk management can create turbulence for investors. Still, for the right price, it is a worthy long-run option.
Artisan Global Equity Advisor APDHX
- NAV / 1-Day Return 21.39 / +0.94 %
- Total Assets 183.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.81%
- Turnover 132%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:41 PM GMT+0
Morningstar’s Analysis APDHX
Will APDHX 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 43.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 5.54 | 9.8 Mil | Communication Services |
Amazon.com Inc | 5.50 | 9.8 Mil | Consumer Cyclical |
Novo Nordisk A/S Class B | 5.37 | 9.5 Mil | Healthcare |
UBS Group AG | 4.62 | 8.2 Mil | Financial Services |
BFF Bank SpA | 4.14 | 7.4 Mil | Financial Services |
Halozyme Therapeutics Inc | 4.03 | 7.2 Mil | Healthcare |
Microsoft Corp | 3.96 | 7.0 Mil | Technology |
Natera Inc | 3.77 | 6.7 Mil | Healthcare |
GE Aerospace | 3.62 | 6.4 Mil | Industrials |
TUI AG | 3.34 | 5.9 Mil | Consumer Cyclical |