We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Buy 3 Artisan Mutual Funds for a Diversified Portfolio
Read MoreHide Full Article
Artisan Partners Asset Management Inc. (Artisan Partners) is a global multi-asset investment management firm. Artisan Partners has $183.4 billion in assets under management and 599 associates worldwide. Founded in 1994, Artisan Partners is a global investment management firm that specializes in active investment strategies across multiple markets and multiple asset types. It has autonomous investment teams, supported by a centralized group responsible for the operations and business functions of the firm. The business model supports independent investment decision-making through disciplined processes and specialized investment teams. Each of the firm’s distinct franchises maintains its own investment culture.
We have picked three Artisan mutual funds — Artisan Global Value Investor (ARTGX - Free Report) , Artisan High Income Investor (ARTFX - Free Report) and Artisan Global Equity Investor (ARTHX - Free Report) — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Artisan Global Value Investor fund uses a fundamental process to build a diversified portfolio of undervalued U.S. and non-U.S. companies it considers high quality, emphasizing strong balance sheets and shareholder-oriented management.
Daniel J. O'Keefe has been the lead manager of ARTGX since Dec. 10, 2007. Most of the fund’s holdings were in companies, such as Samsung Electronics Co., Ltd. (5.3%), The Bank of New York Mellon Corp (4.8%) and The Charles Schwab Corp (4.6%) as of March 31, 2026.
ARTGX’s 3-year and 5-year annualized returns are 20.8% and 11.8%, respectively. Its net expense ratio is 1.25%. ARTGX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here.
Artisan High Income Investor fund invests primarily in below-investment-grade instruments, including securities rated below BBB- by S&P or Fitch and below Baa3 by Moody’s, as well as unrated securities considered by Artisan Partners to be of comparable quality.
Bryan C. Krug has been the lead manager of ARTFX since March 19, 2014. Most of the fund’s holdings were in companies, such as Miscellaneous Bonds (42.5%), Other (8.7%) and Carnival Corporation Ltd. (1.4%) as of March 31, 2026.
ARTFX’s 3-year and 5-year annualized returns are 8.2% and 4.5%, respectively. Its net expense ratio is 0.93%. ARTFX has a Zacks Mutual Fund Rank #1.
Artisan Global Equity Investor fund invests its net assets plus borrowings in equity securities or similar instruments, including common and preferred stocks, convertibles, depositary receipts, and rights and warrants; it can invest in emerging and less developed markets and limited equity-linked participation certificates.
Mark L. Yockey has been the lead manager of ARTHX since March 29, 2010. Most of the fund’s holdings were in companies, such as SPIE SA (4.2%), National Grid plc (4%) and Tesco PLC (3.9%) as of March 31, 2026.
ARTHX’s 3-year and 5-year annualized returns are 24.6% and 9.8%, respectively. Its net expense ratio is 1.31%. ARTHX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week.Get it free >>
Image: Bigstock
Buy 3 Artisan Mutual Funds for a Diversified Portfolio
Artisan Partners Asset Management Inc. (Artisan Partners) is a global multi-asset investment management firm. Artisan Partners has $183.4 billion in assets under management and 599 associates worldwide. Founded in 1994, Artisan Partners is a global investment management firm that specializes in active investment strategies across multiple markets and multiple asset types. It has autonomous investment teams, supported by a centralized group responsible for the operations and business functions of the firm. The business model supports independent investment decision-making through disciplined processes and specialized investment teams. Each of the firm’s distinct franchises maintains its own investment culture.
We have picked three Artisan mutual funds — Artisan Global Value Investor (ARTGX - Free Report) , Artisan High Income Investor (ARTFX - Free Report) and Artisan Global Equity Investor (ARTHX - Free Report) — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Artisan Global Value Investor fund uses a fundamental process to build a diversified portfolio of undervalued U.S. and non-U.S. companies it considers high quality, emphasizing strong balance sheets and shareholder-oriented management.
Daniel J. O'Keefe has been the lead manager of ARTGX since Dec. 10, 2007. Most of the fund’s holdings were in companies, such as Samsung Electronics Co., Ltd. (5.3%), The Bank of New York Mellon Corp (4.8%) and The Charles Schwab Corp (4.6%) as of March 31, 2026.
ARTGX’s 3-year and 5-year annualized returns are 20.8% and 11.8%, respectively. Its net expense ratio is 1.25%. ARTGX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here.
Artisan High Income Investor fund invests primarily in below-investment-grade instruments, including securities rated below BBB- by S&P or Fitch and below Baa3 by Moody’s, as well as unrated securities considered by Artisan Partners to be of comparable quality.
Bryan C. Krug has been the lead manager of ARTFX since March 19, 2014. Most of the fund’s holdings were in companies, such as Miscellaneous Bonds (42.5%), Other (8.7%) and Carnival Corporation Ltd. (1.4%) as of March 31, 2026.
ARTFX’s 3-year and 5-year annualized returns are 8.2% and 4.5%, respectively. Its net expense ratio is 0.93%. ARTFX has a Zacks Mutual Fund Rank #1.
Artisan Global Equity Investor fund invests its net assets plus borrowings in equity securities or similar instruments, including common and preferred stocks, convertibles, depositary receipts, and rights and warrants; it can invest in emerging and less developed markets and limited equity-linked participation certificates.
Mark L. Yockey has been the lead manager of ARTHX since March 29, 2010. Most of the fund’s holdings were in companies, such as SPIE SA (4.2%), National Grid plc (4%) and Tesco PLC (3.9%) as of March 31, 2026.
ARTHX’s 3-year and 5-year annualized returns are 24.6% and 9.8%, respectively. Its net expense ratio is 1.31%. ARTHX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week.Get it free >>