Artisan Investment Ad: Invest Globally

By
Find best global stock mutual funds, an Investment ad by Artisan Partners on financial magazine. These top international equities funds provide diversification opportunity for investors.

Investment Ad

Artisan Investment Ad: Invest Globally
Ad
If you read a recent financial newspaper or magazine, you might find the Artisan ad about best global stock mutual funds. Artisan Partners provides three best world stock mutual funds for investment. These international stocks have high ranking among its peers.

Whether these top funds are suitable for your investment account or not, you should find out the details. Investing in your brokerage account, 401(k) account, and retirement account needs extensive research and study especially for long term investment. Find out the fund performance and details below.

The ad is:

Investment Opportunities Don’t Have Borders… 
Does Your Asset Allocation? 
As businesses transcend borders, a global investment approach can provide an edge in selecting the most attractive investment opportunities across the globe. Expand your portfolio’s potential by investing globally. 
Invest Globally 
Artisan Partners Global Funds 
  • Global Opportunities (ARTRX)
  • Global Value (ARTGX)
  • Global Equity (ARTHX)
Visit www.WeAreAllGlobal.com or … to learn how to incorporate global funds into your asset allocation. 
ARTISAN PARTNERS 
Carefully consider the Fund’s investment objective, risks, and charges and expenses. This and other important information is contained in the Fund’s prospectus and summary prospectus, which can be obtained by calling 888.454.1770. Read carefully before investing.

Top Fund Review

All of these three mutual funds are rated among the best mutual funds in its category, world stock. Artisan Global Opportunities Fund (ARTRX) invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts. This investor class fund has an expense ratio of 1.34%. There is no sales load. You can buy this mutual fund with $1,000 minimum initial investment.

Using a large growth investment style, it has total assets of $635 million. Ranked with 5 stars and silver rating by Morningstar, it has a 5 year annualized return of 19.36%. It ranks in top 4% among its peers. This also means if you have invested $10,000 about 5 years ago, your money would have grown to $24,231.

As of October 2013, the top 4 stocks are Google Inc, Ebay Inc, Regeneron Pharmaceuticals Inc, and Hexagon AB. The top 3 sectors are technology, healthcare, and consumer cyclical.

If you like a dividend yield, Artisan Global Value Fund (ARTGX) is your choice. This top world stock mutual fund has a yield of 0.43%. The fund managers are Daniel J. O’Keefe and N. David Samra. Its expense ratio is above average, 1.50%. It also employs an investment style of large growth. The current share price is $14.55.

This best world stock mutual fund has returned 15.98% over the past 3 years and 18.11% over the past 5 years. The past 5 year performance is as follow:
  • Year 2013: 20.63% (YTD)
  • Year 2012: 18.98%
  • Year 2011: 1.50%
  • Year 2010: 16.18%
  • Year 2009: 33.37%
The top 3 equities are TE Connectivity Ltd, Aon Plc, and Google Inc. The top 3 sectors are financial services, technology, and consumer defensive. The last distribution & dividend is paid on December 2012 in the amount of $0.0949 per share.

Artisan Global Equity Fund (ARTHX) is another best world stock mutual fund. This no load mutual fund objective is to provide maximum long-term capital growth. Having top holdings of GNC holdings Inc and LT Group Inc, it has total assets of $123 million. Its expense is above average, 1.50%.

This international stock mutual fund is rated with 5 stars rating. It has a 3 year average return of 15%. The fund managers are Mark L. Yockey, Andrew J. Euretig, and Charles-Henri Hamker. The fund’s NAV is currently $15.58.

Last Words

  • Pick one of these mutual funds hence they are from same world stock category. There may be an overlap if you invest in all three funds.
  • All of these funds have low total assets, but they may provide higher return for investors.
  • While the past performance has been great, no one knows how the fund will perform in future.

0 comments:

Post a Comment