| 12.97 Net Asset Value | +0.62% 1 Day | +15.08% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 1.06% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.25% | 3 years | +16.75% | |
| 3 months | +6.84% | 5 years | +5.31% | |
| 1 year | +26.61% | Since inception | +5.88% |
| ARTLX | Category | |
|---|---|---|
| Performance 5-yr return | +5.31% | +4.49% |
| Expense ratio | 1.06% | 1.20% |
| Risk 5 year sharpe ratio | 0.33 | 0.30 |
| Net assets | $999.0M | $2.2B |
| Average market cap | $36.2B | $55.9B |
| Average P/E | 13.0 | 14.7 |
| Portfolio turnover | -- | -- |
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| Fund family | Artisan |
| Fund manager & tenure | Scott Satterwhite / 7 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 20.65% |
| Energy | 15.27% |
| Healthcare | 13.24% |
| Business service | 11.94% |
| Hardware | 11.65% |
| -- Samsung Electnc Pfd | 5.76% |
| AAPL Apple Inc | 5.54% |
| APA Apache Corporation | 4.11% |
| BRKB Berkshire Hathaway Inc Class B | 3.98% |
| MSFT Microsoft Corporation | 3.53% |
| ORCL Oracle Corporation | 3.31% |
| NOV National Oilwell Varco, Inc. | 3.09% |
| BHI Baker Hughes Inc. | 2.98% |
| CB Chubb Corp | 2.95% |
| CI Cigna Corp | 2.94% |
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