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Artisan Global Value Investor (ARTGX)

31.08 -0.05 (-0.16%)
At close: October 30 at 8:08:17 PM EDT
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  • Previous Close 31.13
  • YTD Return 7.38%
  • Expense Ratio 1.26%
  • Category World Large-Stock Value
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 3.19B
  • Beta (5Y Monthly) 0.78
  • Yield 0.80%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.25
  • Inception Date Jul 17, 2012

The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

Artisan Partners Funds

Fund Family

World Large-Stock Value

Fund Category

3.19B

Net Assets

2012-07-17

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is World Large-Stock Value.

YTD Return

ARTGX
7.38%
Category
14.38%

1-Year Return

ARTGX
15.08%
Category
39.50%

3-Year Return

ARTGX
21.35%
Category
9.11%

5-Year Return

ARTGX
12.58%
Category
10.10%

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