Artisan Global Value Fund Advisor Class

Frequently Asked Questions About APDGX

What does APDGX invest in?

The Artisan Global Value Fund Advisor Class aims to deliver significant long-term growth of capital for its investors. Its experienced investment team utilizes an in-depth fundamental analysis approach to construct a varied portfolio. They seek out businesses, both domestic and international, that they believe are trading below their intrinsic value. The team focuses specifically on high-quality companies possessing robust financial health and management dedicated to maximizing shareholder returns. Typically, the fund primarily allocates its assets to common stocks and other equity-related securities from firms located across global markets.

What is the expense ratio of APDGX?

Artisan Global Value Fund Advisor Class (APDGX) charges an expense ratio of 1.11%. This is the annual fee deducted from fund assets to cover management and operations.

How big is APDGX?

Artisan Global Value Fund Advisor Class (APDGX) manages $3.22B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is APDGX actively managed or an index fund?

APDGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was APDGX launched?

Artisan Global Value Fund Advisor Class (APDGX) launched in April 2015 and is managed by Artisan Partners.

How has APDGX performed?

APDGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.