| 27.20 Net Asset Value | -1.38% 1 Day | +10.61% Year-to-Date | Overall Morningstar Rating |
| Foreign large blend Style or Category | No Load Sales Expenses | 1.19% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +6.04% | 3 years | +17.46% | |
| 3 months | +7.99% | 5 years | +1.09% | |
| 1 year | +31.67% | Since inception | +10.21% |
| ARTIX | Category | |
|---|---|---|
| Performance 5-yr return | +1.09% | -1.01% |
| Expense ratio | 1.19% | 1.40% |
| Risk 5 year sharpe ratio | 0.17 | 0.06 |
| Net assets | $11.6B | $2.7B |
| Average market cap | $37.7B | $35.1B |
| Average P/E | 18.0 | 13.9 |
| Portfolio turnover | 55% | 55% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Artisan |
| Fund manager & tenure | Mark Yockey / 17 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 24.95% |
| Consumer goods | 18.34% |
| Industrial materials | 15.52% |
| Consumer service | 14.72% |
| Business service | 11.30% |
| -- Linde AG | 4.18% |
| -- Honda Motor Co Ltd | 4.03% |
| -- Japan Tobacco Inc. | 3.72% |
| -- Anheuser-Busch Inbev SA | 3.72% |
| -- Canadian Pacific Railway Ltd | 3.71% |
| -- Nestle SA | 3.60% |
| -- Unilever NV DR | 3.39% |
| -- AIA Group Ltd. | 3.34% |
| -- Muenchener Rueckversicherungs AG | 3.04% |
| COV Covidien PLC | 2.67% |
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