Artisan Global Value FundAPHGX

MUTUAL FUNDArtisan Partners Limited Partnership
Type
Mutual fund
Peer group
Global equity
Net assets
$2.9B
Expense ratio
1.02%
1-year return
+23.4%
3 years, a year
+22.2%
5 years, a year
+13.1%
12-month yield
4.39%
Holdings
46

What it aims to do.

The Fund seeks long-term capital growth.

Top 10 holdings.

Holding% of fund
BlackRock Liquidity Funds Treasury Trust Fund5.40%
Samsung Electronics Co. Ltd.5.33%
BNY Bank of New York Mellon Corp. (The)4.82%
SCHW Charles Schwab Corp. (The)4.56%
GOOGL Alphabet, Inc.4.50%
Shell plc4.28%
Novartis AG4.26%
Heidelberg Materials AG3.92%
AXP American Express Co.3.85%
META Meta Platforms, Inc.3.72%

More on APHGX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.