Artisan Global Value Fund
Shareclass
Artisan Global Value Investor (ARTGX)
Type
Open-end mutual fund
Manager
Gender equality score
59
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 156 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Artisan Global Value Fund ARTGX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Diageo PLC1.15% of assets$29.02M invested
- 2. Sodexo1.06% of assets$26.79M invested
- 3. Lloyds Banking Group PLC1.93% of assets$48.85M invested
- 4. Danone SA4.41% of assets$111.53M invested
- 5. Novartis AG Registered Shares4.12% of assets$104.1M invested
- 6. Shell PLC3.48% of assets$87.85M invested
- 7. UBS Group AG2.5% of assets$63.06M invested
- 8. Citigroup Inc2.66% of assets$67.27M invested
- 9. BAE Systems PLC2.35% of assets$59.31M invested
- 10. PayPal Holdings Inc1.1% of assets$27.82M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Berkshire Hathaway Inc Class B4.25% of assets$107.47M invested
- 2. Charles Schwab Corp4.55% of assets$115.06M invested
- 3. Groupe Bruxelles Lambert SA0.94% of assets$23.74M invested
- 4. Universal Music Group NV1.54% of assets$38.9M invested
- 5. Southwest Airlines Co1.17% of assets$29.51M invested
- 6. Marsh & McLennan Companies Inc2.71% of assets$68.57M invested
- 7. Aon PLC Class A1.5% of assets$37.88M invested
- 8. Lam Research Corp1.2% of assets$30.28M invested
- 9. Heidelberg Materials AG4.47% of assets$112.93M invested
- 10. Henry Schein Inc1.38% of assets$34.79M invested
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Financial performance
Performance data provided by
Find more financial data on ARTGX at Morningstar.com
Find more financial data on ARTGX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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