Artisan Global Value Fund Quote
| ARTGX Fund | USD 25.23 0.03 0.12% |
PerformanceInsignificant
| Odds Of DistressLow
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Artisan Global is trading at 25.23 as of the 19th of June 2025; that is 0.12 percent down since the beginning of the trading day. The fund's open price was 25.26. Artisan Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of March 2025 and ending today, the 19th of June 2025. Click here to learn more.
The funds 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. More on Artisan Global Value
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Partners Funds, Large Blend Funds, World Large-Stock Value Funds, World Large-Stock Value, Artisan Partners Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Global Value [ARTGX] is traded in USA and was established 19th of June 2025. Artisan Global is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Artisan Partners Funds family. This fund presently has accumulated 2.04 B in assets under management (AUM) with minimum initial investment of 1 K. Artisan Global Value is currently producing year-to-date (YTD) return of 14.58% with the current yeild of 0.01%, while the total return for the last 3 years was 13.89%.
Check Artisan Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Artisan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Artisan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Artisan Global Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Artisan Global Value Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| XRAY | Dentsply Sirona | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| FDX | FedEx | Stock | Industrials | |
| ABLZF | ABB | Pink Sheet | Electrical Equipment & Parts | |
| CTSH | Cognizant Technology Solutions | Stock | Information Technology |
Artisan Global Value Risk Profiles
| Mean Deviation | 0.7171 | |||
| Semi Deviation | 1.19 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.53 |
Artisan Global Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Global financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Global security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Transaction History View history of all your transactions and understand their impact on performance | |
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| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |