Artisan Global Discovery Fund - Investor Shares

Frequently Asked Questions About APFDX

What does APFDX invest in?

The Artisan Global Discovery Fund seeks to achieve substantial long-term capital appreciation for its investors. The fund's management team utilizes a rigorous fundamental investment process to construct a diversified portfolio. This portfolio primarily consists of growth-oriented companies located in both the United States and internationally, covering a broad spectrum of market capitalizations. The team specifically targets businesses that, in their assessment, possess strong competitive advantages (franchise characteristics), are experiencing an acceleration in their profitability, and whose shares are trading below the advisor's estimated private market value. The fund allocates its capital mainly to common stocks and other equity securities issued by domestic and foreign entities, including depositary receipts.

What is the expense ratio of APFDX?

Artisan Global Discovery Fund - Investor Shares (APFDX) charges an expense ratio of 1.41%. This is the annual fee deducted from fund assets to cover management and operations.

How big is APFDX?

Artisan Global Discovery Fund - Investor Shares (APFDX) manages $161.9M 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 APFDX actively managed or an index fund?

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

When was APFDX launched?

Artisan Global Discovery Fund - Investor Shares (APFDX) launched in August 2017 and is managed by Artisan Partners.

How has APFDX performed?

APFDX'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.