The Fund Grade · free · no account needed
What grade does ARTRX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
Artisan Global Opportunities Fund Inv Shs
#261 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
ARTRX puts more of its book behind proven specialists than 62% of graded funds.
Bottom 20%
Bottom 40%
Middle
● Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
10,000+ funds tracked · the graded specialists among them drive every read
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
ARTRX vs the Honor Roll · share card ↗Conviction exposure
32.9%
of the book in specialist-converged names
Late-stage weight
17.1%
of the book in Crowded or Fading names
Active share
93.4%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
ARTRX grades a C, ranking 261 of 500, with specialists holding only 32.9% of the fund. The early story in AMZN, LHX, and RTX is real, but positions like AVGO, GEV, and BKR are fading, and INSM is crowded. Higher graded funds exist in this segment and within Artisan itself.
→ Watch the combined 14.9% weight in fading positions AVGO, GEV, BKR, and WWD as specialist exits tend to pressure returns.
→ Compare ARTRX against higher graded Artisan family funds, since the same manager stable offers better specialist backing elsewhere.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.