Artisan International Fund Investor Class (ARTIX)

30.30
Net Asset Value
-0.10%
1 Day
-0.59%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
No Load
Sales Expenses
1.20%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund invests primarily in developed markets but also may invest in emerging and less developed markets. It is substantially fully invested in common stocks and similar securities, and invests at least 65% of its net assets at market value at the time of purchase in securities of non-U.S. companies. There are no restrictions on the size of the companies in which the fund may invest. The fund may also invest to a limited extent in equity-linked securities that provide economic exposure to a security of one or more non-U.S. companies without a direct investment in the underlying securities.

Performance

1 month-0.53% 3 years+18.19%
3 months-1.62% 5 years+9.51%
1 year+2.92% Since inception+10.27%
Data through --

Peer Comparisonvs. Foreign large growth

 ARTIXCategory
Performance 5-yr return+9.51%+7.37%
Expense ratio1.20%1.40%
Risk 5 year sharpe ratio0.640.51
Net assets$18.3B$3.7B
Average market cap$38.7B$30.9B
Average P/E21.218.1
Portfolio turnover46%46%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureMark Yockey / 18 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

International stock87.62%
U.S. stock4.75%
Cash3.74%
Fixed income2.65%
Other1.25%
Top 5 Sectors
Portfolio weighting
Financial service 24.95%
Consumer goods 18.34%
Industrial materials 15.52%
Consumer service 14.72%
Business service 11.30%
Top 10 Holdings
Portfolio weighting
BIDU Baidu Inc ADR5.45%
-- Bayer AG4.09%
-- Linde AG3.58%
-- AIA Group Ltd3.26%
-- Toyota Motor Corp3.13%
-- Roche Holding AG Dividend Right Cert.3.04%
-- ASML Holding NV2.98%
TV Grupo Televisa SAB ADR2.90%
-- Nestle SA2.81%
-- Olympus Corp2.58%

To view my watchlist

Not a member yet?

Sign up now for a free account

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2014 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.