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Artisan Global Discovery Fund (APHDX)

22.21 +0.38 (+1.74%)
At close: 8:00 PM EST

Fund Summary

The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts.

Artisan Global Discovery Fund

Milwaukee, WI 53202
875 East Wisconsin Avenue Street 800
800.344-1770

Fund Overview

Category World Small/Mid Stock
Fund Family Artisan Partners Funds
Net Assets 238.25M
YTD Return 12.23%
Yield 0.00%
Morningstar Rating
Inception Date Feb 03, 2020

Fund Operations

Last Dividend 0.02
Last Cap Gain 5.00
Holdings Turnover 50.02%
Average for Category --

Fees & Expenses

Expense APHDX Category Average
Annual Report Expense Ratio (net) 1.09% 1.26%
Prospectus Net Expense Ratio 1.09% --
Prospectus Gross Expense Ratio 1.09% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.21%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Craigh A. Cepukenas, Lead Manager since August 21, 2017
Craigh Cepukenas, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is a co-lead portfolio manager for the Artisan U.S. Small-Cap Growth Strategy and a portfolio manager for the Artisan Global Opportunities, U.S. Mid-Cap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in November 1995 as an analyst, Craigh was an equity research associate at Stein Roe & Farnham, where he began his career in 1989. Craigh holds a bachelor's degree in economics from the University of Wisconsin-Madison and a master's degree in business administration from The University of Chicago Booth School of Business.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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