Artisan International Small Cap Fund Investor Shares (ARTJX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
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.


1 month-2.22% 3 years+12.44%
3 months+0.04% 5 years+21.71%
1 year+23.30% Since inception+15.20%
Data through --

Peer Comparisonvs. Foreign small/mid growth

Performance 5-yr return+21.71%+22.82%
Expense ratio1.51%1.57%
Risk 5 year sharpe ratio1.241.22
Net assets$1.3B$1.0B
Average market cap$2.9B$3.1B
Average P/E21.019.1
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--


International stock87.59%
Fixed income4.82%
U.S. stock0.00%
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 AG7.69%
-- Beijing Enterprises Water Group Limited6.61%
-- CAE, Inc.4.63%
-- Babcock International Group PLC4.30%
-- China Everbright International Ltd.3.86%
-- Eurofins Scientific Group S.A.3.67%
-- Glanbia PLC3.60%
-- Sugi Holdings Co., Ltd.3.25%
-- Tecan Group AG2.84%
-- Deutz AG2.78%

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