APFPX – Artisan Global Unconstrained Investor Fund Stock Price | Morningstar

Morningstar

NAV / 1-Day Return 10.08 / −0.05 %
Total Assets 109.9 Mil
Adj. Expense Ratio

1.290%
Expense Ratio 1.880%
Distribution Fee Level Above Average
Share Class Type No Load
Category Nontraditional Bond
Credit Quality / Interest Rate Sensitivity —
Min. Initial Investment 1,000
Status Open
TTM Yield 5.99%
Effective Duration —

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:40 PM GMT+0

Will APFPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APFPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the APFPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of APFPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Artisan Global Unconstrained Investor's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date —
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings —

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