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Artisan Global Value Investor (ARTGX) Fund Ranking and Research

Ranking, Research and Recommendation of Artisan Global Value Investor (ARTGX) Fund

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Graph of Artisan Global Value Investor Fund (ARTGX) ManagerFund Manager - Daniel J. OKeefe

Fund Manager Information

Fund Manager Tenure: 11.5 years
Fund Family: Artisan
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Mr. OKeefe joined Artisan Partners in May 2002 as an analyst working with Mr. Samra on Artisan Partners international value strategy,. He has been Portfolio Manager since October 2006. Prior to joining Artisan Partners, Mr. OKeefe was employed by Harris Associates LP from July 1997 through May 2002, where he was an analyst on many Funds. Mr. OKeefe holds a B.A. from Northwestern University.  Get more insights on Daniel J. OKeefe

 

Graph of Artisan Global Value Investor Fund (ARTGX) ProfileArtisan Global Value Investor Fund (ARTGX) Profile

Fund Profile and Description

Artisan Global Value Investor Fund seeks maximum long-term capital growth. Artisan Global Value Investor Fund primarily invests in common stocks and other equity securities, both within and outside the U.S. It invests up to 30% of net assets at market value in emerging and less developed markets. Artisan Global Value Investor Fund does not invest more than 35% of net assets at market value in companies from any single country other than the U.S. The maximum investment in any single industry is 25% of net assets at market value at the time of purchase. It invests up to 10% of assets in equity-linked securities that provide economic exposure to a security of a non-U.S. company (called “participation certificates”).

 

Artisan Global Value Investor (ARTGX) Fund Strength What we like about Artisan Global Value Investor (ARTGX) Fund

Data for Artisan Global Value Investor Fund (ARTGX) as of May 30, 2016

  • Artisan Global Value Investor Fund (ARTGX) management has been with Artisan Global Value Investor Fund for 11.5 years
  • Artisan Global Value Investor Fund (ARTGX) has good short-term performance (1-year return -2.14% vs -5.49% World Stock category median performance)
  • Artisan Global Value Investor Fund (ARTGX) has good mid-term performance (3-year return 6.75% vs 5.54% World Stock category median performance)
  • Artisan Global Value Investor Fund (ARTGX) has good Long-term performance (5-year return 9.29% vs 5.54% World Stock category median performance)
  • Artisan Global Value Investor Fund (ARTGX) ratio of up-years vs down years is greater than 2
  • Artisan Global Value Investor Fund (ARTGX) has a Morningstar rating of 4 and above
  • Asset base in Artisan Global Value Investor Fund (ARTGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Artisan Global Value Investor Fund (ARTGX) has an annual stock turnover rate of 19.41% vs World Stock average of 47.65%. It is good that Artisan Global Value Investor management does not trade extensively for its return.
  • Artisan Global Value Investor Fund (ARTGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.53, lower than category average of 12.23
  • Artisan Global Value Investor Fund (ARTGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Artisan Global Value Investor Fund (ARTGX) Weakness What we are cautious about Artisan Global Value Investor (ARTGX) Fund

Data for Artisan Global Value Investor Fund (ARTGX) as of May 30, 2016

See Artisan Global Value Investor Fund (ARTGX) performance details as of May 30, 2016

 

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Compare Artisan Global Value Investor Fund (ARTGX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Artisan Global Value Investor4.00-2.146.759.29
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Artisan Global Value Investor Fund (ARTGX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Artisan Global Value Investor Fund (ARTGX) Net Asset TrackingArtisan Global Value Investor (ARTGX) Fund Net Asset

Track net asset change of Artisan Global Value Investor fund (ARTGX)

DateNet Asset
05/2016$1.77B
03/2016$1.73B
02/2016$1.50B
More historic net asset information on Artisan Global Value Investor Fund (ARTGX)

  

Graph of Artisan Global Value Investor Fund (ARTGX) Portfolio TrackingArtisan Global Value Investor (ARTGX) Fund Portfolio Allocation

Track portfolio allocation change of Artisan Global Value Investor fund (ARTGX)

DateCashStockBondOther
03/20169.16%90.84%0%0%
12/20159.88%88.41%0%1.71%
09/20157.95%92.03%0%0.02%
Click here to see more historic asset allocation information on Artisan Global Value Investor Fund (ARTGX)

 

graph of Artisan Global Value Investor Fund (ARTGX) Top 10 Position TrackingTop 10 Holdings in Artisan Global Value Investor (ARTGX) Fund

Discover what Artisan Global Value Investor Fund (ARTGX) manager is buying

Mar 30, 2016
Oracle Corporation Common Stock [5.11%]
Microsoft Corporation [4.09%]
Bank of New York Mellon Corpora [3.75%]
Arch Capital Group Ltd. [3.64%]
Johnson & Johnson Common Stock [3.56%]
Samsung Electronics Co Ltd [3.39%]
Medtronic plc. Ordinary Shares [3.3%]
ABB LTD ZUERICH [3.15%]
Citigroup, Inc. Common Stock [3.13%]
Marsh & McLennan Companies, Inc [3.06%]

Dec 30, 2015
Oracle Corporation Common Stock [4.61%]
Bank of New York Mellon Corpora [4.23%]
Microsoft Corporation [4.15%]
Arch Capital Group Ltd. [3.61%]
ROYAL BANK OF SCOTLAND GROUP PL [3.6%]
Citigroup, Inc. Common Stock [3.57%]
Medtronic plc. Ordinary Shares [3.42%]
Johnson & Johnson Common Stock [3.41%]
Samsung Electronics Co Ltd [3.19%]
D/B/A Chubb Limited New Common [3.14%]

Sep 29, 2015
Oracle Corporation Common Stock [4.83%]
Bank of New York Mellon Corpora [4.22%]
ROYAL BK SCOTL GR [4.01%]
Arch Capital Group Ltd. [3.99%]
Citigroup, Inc. Common Stock [3.62%]
Microsoft Corporation [3.49%]
Johnson & Johnson Common Stock [3.3%]
Medtronic plc. Ordinary Shares [3.15%]
Samsung Electronics Co Ltd [3.09%]
Tesco PLC [3.09%]
Click here for Stock Holding Change Map in Artisan Global Value Investor Fund (ARTGX)

  

Latest News on Artisan Global Value Investor (ARTGX) Fund

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Artisan Global Value Investor Fund (ARTGX) Related ResourcesSee more information on Artisan Global Value Investor (ARTGX) Fund

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