Artisan International Small Cap Fund Investor Shares (ARTJX)

23.86
Net Asset Value
+0.08%
1 Day
-11.83%
Year-to-Date
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
1.51%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund invests in developed markets, as well as emerging and less developed markets. Investments in emerging and less developed markets are limited to no more than 50% of its total assets at market value at the time of purchase. Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in common stocks and other equity securities of small non-U.S. companies.

Performance

1 month-5.20% 3 years+14.38%
3 months-10.84% 5 years+8.38%
1 year-7.88% Since inception+13.39%
Data through --

Peer Comparisonvs. Foreign small/mid growth

 ARTJXCategory
Performance 5-yr return+8.38%+11.25%
Expense ratio1.51%1.56%
Risk 5 year sharpe ratio0.620.74
Net assets$1.1B$1.0B
Average market cap$2.4B$2.9B
Average P/E21.918.1
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureMark Yockey / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

International stock89.38%
Cash8.47%
Fixed income2.16%
U.S. stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service 27.19%
Consumer service 22.29%
Consumer goods 17.95%
Industrial materials 11.94%
Financial service 9.58%
Top 10 Holdings
Portfolio weighting
-- Wirecard AG7.56%
-- Beijing Enterprises Water Group Ltd7.29%
-- China Everbright International Ltd4.28%
-- CAE Inc4.18%
-- Ginko International Co Ltd4.17%
-- China Oil And Gas Group Ltd3.89%
-- Babcock International Group PLC3.89%
VNET 21Vianet Group Inc ADR3.31%
-- Cembra Money Bank AG2.94%
-- Royal UNIBREW2.56%

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