Artisan International Small Cap Fund Investor Share (ARTJX)

23.61
Net Asset Value
-0.25%
1 Day
+2.25%
Year-to-Date
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
1.57%
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- 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.

Performance

1 month-2.44% 3 years+3.94%
3 months+0.55% 5 years+5.75%
1 year+20.32% Since inception+12.06%
Data through --

Peer Comparisonvs. Foreign small/mid growth

 ARTJXCategory
Performance 5-yr return+5.75%+10.43%
Expense ratio1.57%1.42%
Risk 5 year sharpe ratio0.500.84
Net assets$492.4M$1.3B
Average market cap$2.5B$3.7B
Average P/E23.221.8
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--

Holdings

International stock90.28%
Cash5.37%
Fixed income3.04%
U.S. stock1.31%
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
-- 6.62%
INXN InterXion Holding NV6.60%
-- 4.71%
-- 4.52%
-- 3.85%
-- 3.34%
-- 2.78%
-- 2.34%
-- 2.31%
-- 2.21%