Artisan Global Discovery Investor APFDX

Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 20.49  /  −0.78 %
  • Total Assets 241.9 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 50%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:41 PM GMT+0

Morningstar’s Analysis APFDX

Will APFDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

In a rough stretch, but its mistakes are correctable.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Artisan Global Discovery has struggled in recent years, but its experienced management team should be able to right the ship. This is still a solid option.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings APFDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tyler Technologies Inc

4.72 11.1 Mil
Technology

BLACKROCK T-FUND - INST SHARES FUND 30

4.17 9.8 Mil
Cash and Equivalents

argenx SE ADR

3.51 8.2 Mil
Healthcare

London Stock Exchange Group PLC

3.15 7.4 Mil
Financial Services

MACOM Technology Solutions Holdings Inc

3.15 7.4 Mil
Technology

Melrose Industries PLC

2.99 7.0 Mil
Industrials

adidas AG

2.62 6.1 Mil
Consumer Cyclical

Guidewire Software Inc

2.55 6.0 Mil
Technology

Spotify Technology SA

2.54 6.0 Mil
Communication Services

Gerresheimer AG

2.37 5.6 Mil
Healthcare

Sponsor Center