Artisan Global Value Investor
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
Map
Phone: 800-344-1770
| Category: | World Stock | | Fund Family: | Artisan | | Net Assets: | 29.00M | | Year-to-Date Return: | 26.04% | | Yield: | 0.62% | | Morningstar Rating: | N/A | | Fund Inception Date: | 10-Dec-07 |
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Daniel J. OKeefe
Lead Manager since
10-Dec-07 | | | OKeefe is portfolio manger with Artisan Partners. Prior to joining Artisan Partners in May 2002, he was employed by Harris Associates LP from July 1997 through May 2002, where he was an analyst. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks maximum long-term capital growth. The 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. The 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?). |
| Last Dividend
(17-Dec-08):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 91.32% |
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| Expense | ARTGX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 1,091 | $729 | | 5 Yr Expense Projection*: |
$ 1,845 | $1,136 | | 10 Yr Expense Projection*: |
$ 3,827 | $2,279 |
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0.16% Nasdaq 0.00%
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