Artisan Global Value Fund Investor Class

Frequently Asked Questions About ARTGX

What does ARTGX invest in?

The primary objective of this fund is to achieve significant capital appreciation over an extended horizon. Its investment team employs a rigorous fundamental analysis to construct a well-diversified portfolio. They seek out businesses, both domestically and internationally, that they believe are undervalued. The emphasis is on high-quality companies distinguished by robust financial health and management teams dedicated to maximizing shareholder value. Under normal market conditions, the portfolio primarily consists of common stocks and other equity securities, sourced from both U.S. and global markets.

What is the expense ratio of ARTGX?

Artisan Global Value Fund Investor Class (ARTGX) charges an expense ratio of 1.26%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ARTGX?

Artisan Global Value Fund Investor Class (ARTGX) manages $3.24B 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 ARTGX actively managed or an index fund?

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

When was ARTGX launched?

Artisan Global Value Fund Investor Class (ARTGX) launched in December 2007 and is managed by Artisan Partners.

How has ARTGX performed?

ARTGX'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.