APDGX : Artisan Global Value Fund Advisor Class

APDGX is a Allocation Market Total World with MODERATE fees.

APDGX

Artisan Global Value Fund Advisor Class

FI Score

51 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

51% FI Score
  • apdgx
  • Mutual Fund
  • Allocation
  • Total World

Artisan Global Value Fund Advisor Class

Expenses: 1.10% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

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.

Largest Holdings

Amount Holding
5.10% Samsung Electronics Co Ltd
4.59% Facebook Inc A
3.88% FedEx Corp
3.82% ABB Ltd
3.80% Oracle Corp
3.77% UBS Group AG
3.74% Cie Financiere Richemont SA
3.72% Bank of New York Mellon Corp
3.59% Cognizant Technology Solutions Corp A
3.49% Alphabet Inc A
3.43% NXP Semiconductors NV
3.23% Booking Holdings Inc
3.17% Marsh & McLennan Companies Inc
3.14% American Express Co
2.96% BAE Systems PLC
2.94% Telefonica Brasil SA ADR
2.93% Dentsply Sirona Inc
2.89% Citigroup Inc
2.83% Southwest Airlines Co
2.62% Progressive Corp
2.59% Expedia Group Inc
2.49% HeidelbergCement AG
2.28% Lloyds Banking Group PLC
2.26% Anthem Inc
2.25% Tesco PLC

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