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Artisan Global Value Investor (ARTGX)

23.21 -0.13 (-0.56%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
250,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2,500
Min Subsequent Investment
250,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category World Large-Stock Value
Fund Family Artisan Partners Funds
Net Assets 2.43B
YTD Return 14.47%
Yield 0.65%
Morningstar Rating
Inception Date Apr 01, 2015

Performance & Risk

YTD Return 11.46%
5y Average Return 10.20%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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