fundvisualizer.com

Artisan Global Discovery InstitutionalAPHDX

Performance (before sales charge)

As of 03/31/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 03/31/2024
Stock
63.47%
Non-U.S. Stock
31.94%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
4.60%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2024

Basic materials

0.00%

Consumer cyclical

6.36%

Financial services

6.36%

Real estate

0.00%

Consumer defensive

1.93%

Health care

21.44%

Utilities

0.00%

Communication services

4.55%

Energy

0.00%

Industrials

23.26%

Technology

31.50%

Top 10 holdings

As of 03/31/2024

BLACKROCK T-FUND - INST SHARES FUND 30
3.78%
Melrose Industries PLC
3.46%
Tyler Technologies Inc
3.24%
Veeva Systems Inc Class A
2.83%
London Stock Exchange Group PLC
2.74%
argenx SE ADR
2.72%
MACOM Technology Solutions Holdings Inc
2.64%
Lattice Semiconductor Corp
2.61%
Techtronic Industries Co Ltd
2.53%
Gerresheimer AG
2.43%
Fund assets

$240.42 Million

Share class

Inst

Morningstar category

Global Small/Mid Stock

Expense ratio

1.09%

Investment objective

World Stock

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