About ARTHX
Artisan Global Equity Fund Investor Class is an actively managed mutual fund focused on long-term capital growth through investments in publicly traded companies worldwide. The fund targets firms exhibiting sustainable growth, strong competitive advantages, and high-quality management, aiming to acquire them at attractive valuations not fully reflected in market prices. Its investment strategy encompasses a diverse mix of sectors—such as financials, industrials, healthcare, and technology—and includes holdings across both developed and emerging markets. The portfolio typically holds 60 to 76 securities from over 20 countries, with notable allocations to the United States, United Kingdom, Korea, Switzerland, and Italy. The fund demonstrates significant portfolio differentiation, maintaining a high active share and annual turnover, and benchmarks its performance against the MSCI All Country World Index. Artisan Global Equity Fund Investor Class is designed for investors seeking exposure to global growth trends and diversified equity opportunities through rigorous fundamental analysis and an emphasis on sustainable business models.
Fund Family Artisan Partners Funds
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ARTHX
Share Class Investor Shares
Index MSCI AC World NR USD
ARTHX had a total return of 36.19% in the past year, including dividends.
Since the fund's inception, the average annual return has been 12.78%.
