Artisan Global Value Fund
Shareclass
Artisan Global Value Advisor (APDGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Artisan Global Value Fund
FUND COVERAGE
# of holdings35
% of assets90%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC1.87%$51.76M
- 2. Sodexo0.91%$25.21M
- 3. Novartis AG Registered Shares4.37%$120.84M
- 4. Lloyds Banking Group PLC2.05%$56.72M
- 5. Danone SA3.86%$106.87M
- 6. BAE Systems PLC1.48%$41.09M
- 7. Citigroup Inc3.35%$92.82M
- 8. UBS Group AG Registered Shares2.54%$70.18M
- 9. Reckitt Benckiser Group PLC1.63%$45.08M
- 10. Compagnie Financiere Richemont SA Class A2.31%$63.84M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B3.55%$98.14M
- 2. Charles Schwab Corp4.71%$130.24M
- 3. Southwest Airlines Co1%$27.61M
- 4. Groupe Bruxelles Lambert SA1%$27.8M
- 5. Universal Music Group NV1.82%$50.3M
- 6. IQVIA Holdings Inc1.78%$49.23M
- 7. Ryanair Holdings PLC0.96%$26.57M
- 8. Aon PLC Class A1.18%$32.66M
- 9. Lam Research Corp1.95%$53.88M
- 10. Heidelberg Materials AG4.6%$127.39M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Artisan Global Value Fund
Totals
Holdings
Assets
Weight
Prisons
4
$367.26M
13%
Prisons high risk
1
$25.21M
0.91%
Private prisons
1
$25.21M
0.91%
Borders
1
$143.87M
5.2%
Borders high risk
0
$0
0%
Total
4
$367.26M
13%
Holdings — 4 flagged holdings
1.
Alphabet Inc Class A
:$143.87M
5.2%
2.
Elevance Health Inc
$100.05M
3.61%
3.
Berkshire Hathaway Inc Class B
$98.14M
3.55%
4.
Sodexo
$25.21M
0.91%
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 APDGX
Environment
Social
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