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, Artisan High Income Investor ARTFX and Artisan Global Equity Investor ARTHX— 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.

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