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Artisan Global Equity Inv (ARTHX) Fund Ranking and Research

Ranking, Research and Recommendation of Artisan Global Equity Inv (ARTHX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Artisan Global Equity Inv Fund (ARTHX) ManagerFund Manager - Mark Yockey

Fund Manager Information

Fund Manager Tenure: 8.2 years
Fund Family: Artisan
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Artisan Global Equity Inv Fund (ARTHX) ProfileArtisan Global Equity Inv Fund (ARTHX) Profile

Fund Profile and Description

Artisan Global Equity Inv Fund seeks maximum long-term capital growth. Artisan Global Equity Inv Fund normally invests no less than 80% of net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have growth economic characteristics. It may invest in equity securities of all market capitalizations both within and outside the U.S., including emerging and less developed markets.

 

Artisan Global Equity Inv (ARTHX) Fund Strength What we like about Artisan Global Equity Inv (ARTHX) Fund

Data for Artisan Global Equity Inv Fund (ARTHX) as of May 30, 2016

  • Artisan Global Equity Inv Fund (ARTHX) management has been with Artisan Global Equity Inv Fund for 8.2 years
  • Artisan Global Equity Inv Fund (ARTHX) has good Long-term performance (5-year return 9.19% vs 5.54% World Stock category median performance)
  • Artisan Global Equity Inv Fund (ARTHX) ratio of up-years vs down years is greater than 2
  • Artisan Global Equity Inv Fund (ARTHX) has a Morningstar rating of 4 and above
  • Artisan Global Equity Inv Fund (ARTHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Artisan Global Equity Inv Fund (ARTHX) Weakness What we are cautious about Artisan Global Equity Inv (ARTHX) Fund

Data for Artisan Global Equity Inv Fund (ARTHX) as of May 30, 2016

  • Artisan Global Equity Inv Fund (ARTHX) has a less-than-ideal short-term performance (1-year return -9.17% vs -5.49% World Stock category median performance)
  • Artisan Global Equity Inv Fund (ARTHX) has a less-than-ideal mid-term performance (3-year return 4.57% vs 5.54% World Stock category median performance)
  • Artisan Global Equity Inv Fund (ARTHX) is less safe compared to its World Stock peers
  • Artisan Global Equity Inv Fund (ARTHX) has an annual stock turnover rate of 78.44% that is higher than the World Stock average of 47.65%. This could mean Artisan Global Equity Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Artisan Global Equity Inv Fund (ARTHX) does not have a good risk adjusted return as its 3-year Alpha of 4.39 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.41
  • Artisan Global Equity Inv Fund (ARTHX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.75 that is higher than category average of 12.23
  • Artisan Global Equity Inv Fund (ARTHX) has a higher expense ratio of 1.37% than its World Stock average of 1.28%
See Artisan Global Equity Inv Fund (ARTHX) performance details as of May 30, 2016

 

What do you think?

 

Compare Artisan Global Equity Inv Fund (ARTHX)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 Equity Inv-0.93-9.174.579.19
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 Equity Inv Fund (ARTHX)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 Equity Inv Fund (ARTHX) Net Asset TrackingArtisan Global Equity Inv (ARTHX) Fund Net Asset

Track net asset change of Artisan Global Equity Inv fund (ARTHX)

DateNet Asset
05/2016$276.31M
03/2016$270.97M
02/2016$293.75M
More historic net asset information on Artisan Global Equity Inv Fund (ARTHX)

  

Graph of Artisan Global Equity Inv Fund (ARTHX) Portfolio TrackingArtisan Global Equity Inv (ARTHX) Fund Portfolio Allocation

Track portfolio allocation change of Artisan Global Equity Inv fund (ARTHX)

DateCashStockBondOther
03/20161.03%98.97%0%0%
12/20152.87%97.13%0%0%
09/20153.28%96.71%0%0.01%
Click here to see more historic asset allocation information on Artisan Global Equity Inv Fund (ARTHX)

 

graph of Artisan Global Equity Inv Fund (ARTHX) Top 10 Position TrackingTop 10 Holdings in Artisan Global Equity Inv (ARTHX) Fund

Discover what Artisan Global Equity Inv Fund (ARTHX) manager is buying

Mar 30, 2016
Molson Coors Brewing Company Cl [4.08%]
Medtronic plc. Ordinary Shares [4.08%]
HUHTAMAEKI OY SHS I [3.88%]
Mastercard Incorporated Common [3.82%]
Dollar General Corporation Comm [3.55%]
Alphabet Inc. [2.98%]
Comcast Corporation [2.79%]
Dollar Tree, Inc. [2.74%]
General Mills, Inc. Common Stoc [2.67%]
NESTLE SA CHAM ET VE [2.61%]

Dec 30, 2015
Medtronic plc. Ordinary Shares [3.86%]
HUHTAMAEKI OY SHS I [3.47%]
Mastercard Incorporated Common [3.43%]
Molson Coors Brewing Company Cl [2.95%]
Alphabet Inc. [2.8%]
Envision Healthcare Holdings, I [2.66%]
Gilead Sciences, Inc. [2.65%]
JP Morgan Chase & Co. Common St [2.5%]
Advance Auto Parts Inc Advance [2.42%]

Sep 29, 2015
Medtronic plc. Ordinary Shares [3.49%]
Mastercard Incorporated Common [3.3%]
Comcast Corporation [3.27%]
Advance Auto Parts Inc Advance [3.17%]
HUHTAMAEKI OY SHS I [2.99%]
American Express Company Common [2.74%]
Gilead Sciences, Inc. [2.57%]
JP Morgan Chase & Co. Common St [2.5%]
Alphabet Inc. [2.33%]
Click here for Stock Holding Change Map in Artisan Global Equity Inv Fund (ARTHX)

  

Latest News on Artisan Global Equity Inv (ARTHX) Fund

See what is happening with Artisan Global Equity Inv Fund (ARTHX)

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Artisan Global Equity Inv Fund (ARTHX) Related ResourcesSee more information on Artisan Global Equity Inv (ARTHX) Fund

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