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    Artisan Global Value Investor (ARTGX)

    14.83 Down 0.01(0.07%) May 26

    Profile as of Apr 29, 2016Get Profile for:
    Artisan Global Value Investor
    Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee, WI 53202
    Map
    Phone: 800-344-1770
    Fund Overview 
    Category:World Stock
    Fund Family:Artisan
    Net Assets:1.73B
    Year-to-Date Return:2.88%
    Yield:0.33%
    Morningstar Rating:5 stars
    Fund Inception Date:Dec 10, 2007
    Morningstar Style Box 
    World Stock
    [View Category Definition]
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    Management Information 
    Daniel J. O'Keefe
    Lead Manager since Dec 10, 2007
    Daniel J. O’Keefe is a managing director of Artisan Partners and founding partner of the Global Value team. He is lead portfolio manager of the Artisan Global Value Strategy, which he has managed since the portfolio’s inception in July 2007. In addition, he is the portfolio co-manager of the Artisan Non-U.S. Value Strategy, which he has co-managed since October 2006. Prior to becoming portfolio manager in 2006, Mr. O’Keefe was a research analyst for the Global Value team since its inception in 2002.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:0
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    ARTGX can be purchased from 87 brokerages.

    Fund Summary 
    The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

    Fund Operations 
    Last Dividend (Nov 18, 2015) : 0.05
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 23, 2016) : 19.41%
    Average for Category:48.02%
    Fees & Expenses 
    ExpenseARTGXCategory Avg
    Annual Report Expense Ratio (net):1.28%1.27%
    Prospectus Net Expense Ratio:1.29%N/A
    Prospectus Gross Expense Ratio:1.29%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.15%
    Max Deferred Sales Load: N/A1.97%
    3 Yr Expense Projection*:409639
    5 Yr Expense Projection*:7081,040
    10 Yr Expense Projection*:1,5562,125
    * Per $10,000 invested