Nasdaq - Delayed Quote USD

Artisan Global Equity Investor (ARTHX)

22.27
+0.30
+(1.37%)
As of 8:05:07 AM EDT. Market Open.
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  • Previous Close 21.97
  • YTD Return 11.78%
  • Expense Ratio 1.35%
  • Category World Large-Stock Growth
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 150.9M
  • Beta (5Y Monthly) 0.99
  • Yield 0.65%
  • 5y Average Return --
  • Holdings Turnover 136.55%
  • Last Dividend 0.15
  • Inception Date Oct 15, 2015

Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It may invest in securities both within and outside the U.S., including emerging and less developed markets. Securities in which the fund may invest may include common stocks, preferred stocks, convertible securities, depositary receipts and rights and warrants to buy common stocks.

Artisan Partners Funds

Fund Family

World Large-Stock Growth

Fund Category

150.9M

Net Assets

2015-10-15

Inception Date

More about Artisan Global Equity Investor

Performance Overview: ARTHX

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Trailing returns as of 5/15/2025. Category is World Large-Stock Growth.

YTD Return

ARTHX
11.78%
Category
9.95%
 

1-Year Return

ARTHX
21.33%
Category
40.81%
 

3-Year Return

ARTHX
14.42%
Category
19.17%
 

5-Year Return

ARTHX
11.05%
Category
18.49%
 

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Holdings: ARTHX

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Sector Weightings

SectorARTHX
Financial Services   36.18%
Industrials   26.65%
Communication Services   11.76%
Consumer Cyclical   8.28%
Utilities   6.49%
Healthcare   3.88%
Consumer Defensive   3.81%
Real Estate   1.64%
Technology   1.06%
Energy   0.25%
Basic Materials   0.00%
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Recent News: ARTHX

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Research Reports: ARTHX

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