Artisan International Small Cap Fund Investor Share (ARTJX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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- it 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+1.15% 3 years+9.48%
3 months+4.90% 5 years+7.61%
1 year+29.51% Since inception+12.02%
Data through --

Peer Comparisonvs. Foreign small/mid growth

Performance 5-yr return+7.61%+11.33%
Expense ratio1.57%1.44%
Risk 5 year sharpe ratio0.530.95
Net assets$493.9M$1.3B
Average market cap$2.4B$3.9B
Average P/E22.222.1
Portfolio turnover79%79%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureMark Yockey / 16 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


International stock95.96%
U.S. stock1.48%
Fixed income0.25%
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
INXN InterXion Holding NV6.85%
-- 5.08%
-- 4.73%
-- 4.66%
-- 4.06%
-- 3.79%
-- 3.76%
-- 2.94%
-- 2.48%
-- 2.45%