Artisan International Fund Investor Class (ARTIX)

31.09
Net Asset Value
+0.03%
1 Day
+2.00%
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-0.92% 3 years+11.43%
3 months+4.12% 5 years+13.08%
1 year+14.81% Since inception+10.54%
Data through --

Peer Comparisonvs. Foreign large growth

 ARTIXCategory
Performance 5-yr return+13.08%+12.14%
Expense ratio1.20%1.44%
Risk 5 year sharpe ratio0.860.77
Net assets$17.9B$2.3B
Average market cap$39.3B$32.7B
Average P/E21.418.2
Portfolio turnover----

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Fund Management and Purchase Info

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

Holdings

International stock93.49%
U.S. stock3.63%
Other1.43%
Cash0.80%
Fixed income0.65%
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 ADR4.48%
-- Bayer AG3.85%
-- Linde AG3.81%
-- Nestle SA3.07%
-- AIA Group Ltd3.06%
-- Rolls-Royce Holdings PLC3.06%
-- Roche Holding AG2.94%
-- Deutsche Post AG2.69%
-- SABMiller PLC2.64%
-- Anheuser-Busch Inbev SA2.59%

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