Fund Evaluator:

Artisan Global Equity Investor Overview

Artisan Global Equity Investor (ARTHX) is an actively managed International Equity Global Large-Stock Growth fund. Artisan Partners Funds launched the fund in 2010.

The investment seeks long-term capital growth. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in equity securities or instruments that have similar economic characteristics. It may invest in securities both within and outside the U.S., including emerging and less developed markets. Securities in which the fund may invest may include common stocks, preferred stocks, convertible securities, depositary receipts and rights and warrants to buy common stocks.

About Artisan Global Equity Investor (ARTHX)

There are 2 members of the management team with an average tenure of 15.04 years: Charles-Henri Hamker (2013), Mark Yockey (2010). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: MSCI ACWI NR USD index with a weighting of 100%. Artisan Global Equity Investor has 76 securities in its portfolio. The top 10 holdings constitute 35.0% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Artisan Global Equity Investor is part of the Equity global asset class and is within the International Equity fund group. Artisan Global Equity Investor has 83.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 15.4%. There is 83.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Artisan Global Equity Investor has 1.3% of the portfolio in cash.

Assets Under Management

The fund has $82 million in total assets, which is below the $964 million average for the Global Large-Stock Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

ARTHX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Artisan Global Equity Investor expense ratio is high compared to funds in the Global Large-Stock Growth category. Artisan Global Equity Investor has an expense ratio of 1.35%, which is 21% higher than its category average, making the fund expense ratio grade a D. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. A portfolio turnover rate cannot be currently calculated for Artisan Global Equity Investor. By way of comparison, the average portfolio turnover is 46% for the Global Large-Stock Growth category.

Recently, in the month of August 2026, Artisan Global Equity Investor returned 1.4%, which earned it a grade of D, as the Global Large-Stock Growth category had an average return of 2.2%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Artisan Global Equity Investor has a trailing yield of 1.17%, which is above the 0.25% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Artisan Global Equity Investor Grades

Year to date, the fund has returned 10.3%, 1.9 percentage points better than the category, which translates into a grade of B. The fund has returned 16.4% over the past year (grade of B), 25.2% over the past three years (grade of A) and 9.3% per year over the past five years (grade of B) and 13.8% per year over the past 10 years (grade of B).

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